About SCALISE FINANCIAL ADVISORS INC.
SCALISE FINANCIAL ADVISORS INC. is a reputable financial firm that has been serving clients for over 15 years. They provide expert financial advice to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial solutions tailored to each individual client’s needs and goals.
- Provides ongoing support and guidance to help clients navigate the constantly changing financial landscape.
- Specializes in retirement planning, investment management, and estate planning.
- Utilizes a holistic approach to financial planning, taking into account all aspects of a client’s financial life.
Facts and Insights
At SCALISE FINANCIAL ADVISORS INC., the team of experienced advisors works closely with clients to understand their unique financial situations and goals. They use their expertise and industry insights to provide tailored solutions that help clients achieve their financial objectives.
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
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Wealth Management
- And more
Client Types
SCALISE FINANCIAL ADVISORS INC. works with a diverse range of clients, including individuals, families, small businesses, and corporations. They have the expertise and resources to address the unique financial needs of each client, regardless of their financial situation.
Fees & Compensation
SCALISE FINANCIAL ADVISORS INC. works on a fee-only basis, meaning they do not receive any commissions for their recommendations. This eliminates any conflict of interest and ensures that their clients’ best interests are always the top priority. The fees for their services are based on a percentage of the assets under management.
Background
SCALISE FINANCIAL ADVISORS INC. was founded in 2005 by John Scalise, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. The firm’s team of advisors consists of highly qualified and experienced professionals who are dedicated to helping clients achieve financial success and security.
Financial Advisor Disclosures to Know
While SCALISE FINANCIAL ADVISORS INC. strives to provide the best possible service to their clients, it is important for clients to be aware of any potential conflicts of interest. The firm has a clean record with no disciplinary actions or regulatory sanctions against them.
In conclusion, SCALISE FINANCIAL ADVISORS INC. is a trustworthy and highly reputable financial firm that provides expert guidance and personalized solutions to help clients reach their financial goals. With their extensive experience, comprehensive services, and client-focused approach, they are a top choice for individuals and businesses looking to secure their financial future.