ROBERT L. KRISTEL, C.P.A., P.C.
As a highly experienced financial expert, ROBERT L. KRISTEL, C.P.A., P.C. provides top-notch financial services to his clients. With years of experience under his belt, he has become a trusted advisor to many individuals and businesses looking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
The advisor, ROBERT L. KRISTEL, C.P.A., P.C., offers a wide range of financial services to his clients to help them achieve their financial goals. These services include tax planning and preparation, investment management, retirement planning, and more. By leveraging his expertise in the financial field, he helps clients make sound financial decisions that align with their goals and objectives.
Facts and Insights:
Here are some key principles and insights that guide ROBERT L. KRISTEL, C.P.A., P.C.’s approach to financial advising:
- Transparency: The advisor believes in maintaining clear and open communication with clients, ensuring they are fully aware of the strategies and actions being taken.
- Personalization: Every client has different financial needs and goals, and the advisor takes a personalized approach to create a customized plan that fits their unique situation.
- Ethics: ROBERT L. KRISTEL, C.P.A., P.C. abides by a strict code of ethics and always puts the best interests of the clients first.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 million | 1 | 15 years |
Financial Services Offered
ROBERT L. KRISTEL, C.P.A., P.C. offers a comprehensive range of financial services to help clients make informed decisions and achieve their financial objectives. These services include:
- Tax planning and preparation
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Business consulting
- And more
Client Types
ROBERT L. KRISTEL, C.P.A., P.C. serves a diverse range of clients, including individuals, families, and businesses of all sizes. He tailors his services to meet the specific needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation
The advisor charges a fee for financial planning and investment management services, which is based on a percentage of assets under management. This fee structure ensures that the advisor’s interests are aligned with those of the clients, as he only earns more when the clients’ investments perform well.
Background
ROBERT L. KRISTEL, C.P.A., P.C. has been a Certified Public Accountant (CPA) for over 15 years and has extensive experience in the financial industry. He holds a bachelor’s degree in Accounting and a master’s degree in Finance, making him well-equipped to handle even the most complex financial situations.
Financial Advisor Disclosures to Know
As a registered financial advisor, ROBERT L. KRISTEL, C.P.A., P.C. is legally required to disclose any potential conflicts of interest to his clients. He takes this responsibility seriously and is committed to maintaining transparency and honesty in all interactions with clients.