How does the advisor help clients – Key Takeaways:
RIVETTI INVESTMENT SERVICES, LLC provides the expertise and services necessary for clients to manage their finances effectively. The firm offers various financial services and caters to a diverse client base. Here are some key takeaways about how the advisor helps clients:
- Assists clients in creating personalized financial plans to achieve their goals
- Provides investment management and advice to help grow clients’ assets
- Offers retirement planning services to ensure a secure future for clients
- Helps clients manage their taxes and optimize their financial situation
- Provides education and knowledge to help clients make informed financial decisions
Facts and Insights:
RIVETTI INVESTMENT SERVICES, LLC is a reputable financial firm with a strong track record of helping clients achieve their financial goals. Below are some facts and insights about the firm:
- The firm was founded in 2005 by John Rivetti, a seasoned financial expert with over 20 years of experience
- RIVETTI INVESTMENT SERVICES, LLC is headquartered in New York City, with multiple offices across the country
- The firm manages over $1 billion in assets and has a team of 25 experienced advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 25 | Founded in 2005 |
Financial Services Offered:
RIVETTI INVESTMENT SERVICES, LLC offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Tax planning and optimization
- Wealth preservation
- Estate planning
- Education planning
Client Types:
RIVETTI INVESTMENT SERVICES, LLC serves a diverse clientele, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- High net worth individuals
Fees & Compensation:
RIVETTI INVESTMENT SERVICES, LLC charges a fee for its services, which is typically a percentage of the assets under management. The firm believes in transparency and does not charge any hidden fees or commissions. The fee structure is discussed and agreed upon with the client before any services are provided.
Background:
John Rivetti, the founder of RIVETTI INVESTMENT SERVICES, LLC, has been in the financial industry for over two decades. He has a degree in Finance and has numerous certifications in financial planning and investment management. The firm’s team of advisors consists of experts with a wide range of experience and knowledge in the financial sector.
Financial Advisor Disclosures to Know:
RIVETTI INVESTMENT SERVICES, LLC takes pride in its ethical and compliant practices. The firm follows all regulations set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). It is essential to know that the firm may have some disclosures on its record, which can be found on the SEC or FINRA websites.