How does the advisor help clients – Key Takeaways:
ROWAN FINANCIAL LLC acts as a financial expert to help clients achieve their financial goals. Their team of professionals utilizes their extensive knowledge and experience to provide personalized strategies and recommendations to their clients.
Some key takeaways of how ROWAN FINANCIAL LLC helps their clients include:
- Creating customized financial plans based on individual client needs and goals
- Offering a wide range of financial services
- Providing ongoing guidance and support to help clients navigate their financial journey
- Acting in the best interest of their clients at all times
- Maintaining transparency and open communication with clients
Facts and Insights
ROWAN FINANCIAL LLC has been in the financial industry for over 15 years and has established a strong reputation for their expertise and client-centric approach. They have a team of highly qualified advisors who have helped numerous clients achieve their financial goals.
The table below provides details on the assets under management, number of advisors, and time in business for ROWAN FINANCIAL LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15+ years |
Financial Services Offered
ROWAN FINANCIAL LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
ROWAN FINANCIAL LLC serves a variety of clients, including individuals, families, and small business owners. They value the unique needs and goals of each client and strive to provide tailored solutions that meet their specific requirements.
Fees & Compensation
ROWAN FINANCIAL LLC is a fee-based firm, which means they may receive compensation in the form of fees from their clients. These fees are charged based on a percentage of the assets under management and may vary depending on the services provided.
Background
ROWAN FINANCIAL LLC was founded by John Rowan, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. He leads a team of experienced advisors who are committed to helping clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, ROWAN FINANCIAL LLC values transparency and honesty with their clients. They have no disclosures or disciplinary actions on record and strive to maintain a clean and trustworthy reputation with their clients.