How does the advisor help clients – Key Takeaways:
In today’s ever-changing financial landscape, having a trusted financial expert by your side can make all the difference. That’s where ROACH INVESTMENT SERVICES comes in. As a leading financial advisor firm, they are committed to helping clients achieve their financial goals and secure their financial future.
ROACH INVESTMENT SERVICES provides personalized financial advice and guidance to clients, helping them navigate through the complexities of investing, retirement planning, and wealth management. Their team of experienced advisors takes a holistic approach to financial planning, considering each client’s unique circumstances, goals, and risk tolerance to create a tailored strategy for success.
Facts and Insights
ROACH INVESTMENT SERVICES has been in business for over 20 years and has established a strong reputation for providing quality financial services. Currently, they manage assets worth over $500 million, with a team of 15 dedicated and experienced advisors serving clients across the country.
Take a look at some key numbers for ROACH INVESTMENT SERVICES in the table below:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered
ROACH INVESTMENT SERVICES offers a comprehensive range of financial services to help clients build and preserve their wealth. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Business Planning
Client Types
ROACH INVESTMENT SERVICES caters to a diverse group of clients, including:
- High net worth individuals
- Corporations and businesses
- Retirees
- Professionals
- Families
Fees & Compensation
ROACH INVESTMENT SERVICES operates on a fee-only model, meaning that they do not receive commissions from any financial products or services. Instead, they charge a percentage of assets under management as their fee, ensuring that their interests are aligned with their clients’ success. They believe in full transparency and provide their clients with a detailed breakdown of all fees and costs.
Background
ROACH INVESTMENT SERVICES was founded by John Roach, who has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA). John and his team are known for their deep knowledge and expertise in the financial services field and have been recognized by several leading publications, including Forbes and Barron’s.
Financial Advisor Disclosures to Know
It is essential to be aware of any potential conflicts of interest when seeking financial advice. ROACH INVESTMENT SERVICES has a fiduciary responsibility, meaning that they are legally bound to act in their clients’ best interests. They disclose any potential conflicts of interest and are committed to providing unbiased and objective advice.
ROACH INVESTMENT SERVICES is a reputable financial advisor firm that has helped numerous clients achieve their financial goals. Their dedication to client success and their comprehensive range of services make them an excellent choice for anyone looking for expert financial guidance.