Facts and Insights
S & K Investment Services, LLC is a reputable financial services company with a proven track record of helping clients achieve their financial goals. With a team of experienced professionals, S & K Investment Services offers a wide range of financial services that cater to the diverse needs of their clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning to help clients reach their specific financial goals.
- Offers a comprehensive range of financial services to cater to the unique needs of clients.
- Has a team of experienced professionals who are knowledgeable and up-to-date with market trends and strategies.
- Offers ongoing support and guidance to clients to ensure their financial goals are continuously met.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance solutions
Client Types
S & K Investment Services caters to a diverse range of clients, including:
- Individuals
- Small business owners
- Couples
- Families
- Businesses
Fees & Compensation
S & K Investment Services offers transparent and competitive fee structures for their services, which are based on the specific needs and goals of each client. They also adhere to fiduciary standards, meaning they always act in the best interest of their clients.
Background
S & K Investment Services was founded 15 years ago by Sam and Kim, who have a combined 30+ years of experience in the financial services industry. With their extensive knowledge and expertise, they have built a reputable and successful financial services firm that continues to thrive and help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a fiduciary, S & K Investment Services is committed to transparency and always acting in the best interest of their clients. Here are some important disclosures to know:
- They do not receive commissions or compensation from third-party providers for recommending any financial products.
- They have no record of disciplinary actions or sanctions.
- They may receive compensation from clients for their services, which will be outlined and agreed upon in advance.