How does the advisor help clients – Key Takeaways:
Rowland Financial Services is an experienced financial firm that provides comprehensive financial services to clients. Their team of experts use their knowledge and expertise to help clients achieve their financial goals and secure their financial future. Here are some key takeaways that highlight how Rowland Financial Services helps their clients:
- Provides personalized financial plans tailored to clients’ unique needs and goals
- Offers a wide range of financial services including investments, retirement planning, insurance, and tax planning
- Utilizes a holistic approach to financial planning, taking into account all aspects of a client’s financial life
- Provides ongoing support and guidance to help clients stay on track with their financial plan
Facts and Insights
Founded in 2005, Rowland Financial Services has been serving clients for over 15 years. Since its establishment, the firm has grown to become one of the top financial services providers in the industry. Here are some key facts and insights about Rowland Financial Services:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
Rowland Financial Services offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Insurance planning
- Tax planning
- Estate planning
- College planning
Client Types
Rowland Financial Services serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Retirees
- High net worth individuals
Fees & Compensation
Rowland Financial Services is a fee-based firm, which means they charge a fee based on a percentage of the assets they manage for their clients. This fee structure aligns the firm’s interests with their clients’ interests, as their compensation is tied to the performance of their clients’ portfolios. The firm also has a fiduciary duty to act in the best interests of their clients at all times.
Background
Rowland Financial Services was founded in 2005 by John Rowland, a seasoned financial advisor with over 20 years of experience in the industry. Mr. Rowland and his team of advisors have a wealth of knowledge and expertise in various areas of finance, making them well-equipped to provide comprehensive financial planning services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Rowland Financial Services is required to disclose any potential conflicts of interest, disciplinary actions, or any other information that may be relevant to their clients. The firm has a clean record with no disclosures to report, demonstrating their commitment to transparent and ethical practices.