How does the advisor help clients – Key Takeaways:
S&A Financial Services, Inc. is a leading financial advisory firm that is dedicated to providing expert financial guidance to its clients. Their team of financial experts has years of experience and a deep understanding of the financial industry, making them a reliable and trusted resource for individuals and businesses alike.
Their focus is on helping clients achieve their financial goals through personalized and comprehensive financial planning strategies. They work closely with each client to understand their unique financial situation and develop a tailored plan that suits their specific needs and objectives.
- Expert financial guidance
- Years of experience in the financial industry
- Comprehensive financial planning strategies
- Personalized approach
- Dedicated to helping clients achieve their financial goals
Facts and Insights
Incorporated in 2005, S&A Financial Services, Inc. has been in business for over 15 years and has established itself as a top financial advisory firm in the industry. As of 2020, their assets under management total over $500 million and they have a team of 10 experienced and knowledgeable financial advisors working with a diverse clientele.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
S&A Financial Services, Inc. offers a wide range of financial services to address the various needs and goals of their clients. These services include but are not limited to:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
S&A Financial Services, Inc. provides their services to a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
Fees & Compensation
S&A Financial Services, Inc. follows a fee-only compensation structure, which means they do not earn commissions from financial products they recommend to their clients. This allows them to provide unbiased and objective financial advice without any conflicts of interest.
Background
The team at S&A Financial Services, Inc. has a strong background in the financial industry, with a combined experience of over 50 years. They are highly educated and hold various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, S&A Financial Services, Inc. is required to disclose any potential conflicts of interest or financial disclosures that may impact their clients. These include any affiliations with financial companies, potential conflicts of interest, and past disciplinary actions. Clients can find this information in their Form ADV, which is available upon request or on the Securities and Exchange Commission’s website.