How does the advisor help clients – Key Takeaways:
SANSONE & ASSOCIATES is a leading financial advisory firm that prides itself on providing expert financial expertise to its clients. With a team of highly qualified and experienced advisors, SANSONE & ASSOCIATES works tirelessly to help clients achieve their financial goals and secure their financial future.
Facts and Insights
SANSONE & ASSOCIATES has been in the financial services industry for over 20 years, providing exceptional financial advice and services to its clients. They have a strong track record of success and a deep understanding of the ever-changing financial landscape. Their insights and expertise are invaluable to their clients’ financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
SANSONE & ASSOCIATES offers a wide range of financial services to its clients, including investment management, retirement planning, estate planning, tax planning, and risk management. They work closely with each client to create a personalized financial plan that meets their unique needs and goals.
Client Types
SANSONE & ASSOCIATES works with a diverse group of clients, including individuals, families, high-net-worth individuals, and business owners. They have the expertise to cater to the specific financial needs and goals of each client group, providing personalized and comprehensive financial solutions.
Fees & Compensation
SANSONE & ASSOCIATES is a fee-only advisor, meaning they do not earn commissions from selling products. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ financial success. They are transparent and upfront about their fees and do not charge any hidden costs or commissions.
Background
The team at SANSONE & ASSOCIATES has a deep understanding of the financial industry, with a collective experience of over 50 years. They are highly educated and hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Their expertise and knowledge make them a trusted and reliable resource for their clients’ financial needs.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, SANSONE & ASSOCIATES values transparency and makes sure to disclose any potential conflicts of interest to their clients. They adhere to strict ethical standards and prioritize their clients’ best interests above all else.