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About SCHLOSSER FINANCIAL SERVICES, INC.
SCHLOSSER FINANCIAL SERVICES, INC. is a leading financial firm that provides expert guidance to individuals and businesses. With years of experience in the industry, their team of advisors has helped countless clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Personalized financial plans tailored to individual needs and goals.
- Expertise in various financial services including retirement planning, investments, insurance, and tax planning.
- Comprehensive analysis of current financial situation and future aspirations.
- Ongoing monitoring and adjustments to ensure financial success.
Facts and Insights:
SCHLOSSER FINANCIAL SERVICES, INC. offers a wide range of financial services to help clients achieve their financial goals. With a dedicated team of advisors and years of experience in the industry, they provide expert guidance and personalized solutions to each individual or business they work with.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered:
- Retirement Planning
- Investments
- Insurance
- Tax Planning
Client Types:
- Individuals
- Businesses
- High net worth individuals
Fees & Compensation:
SCHLOSSER FINANCIAL SERVICES, INC. operates on a fee-only basis, meaning their advisors receive compensation directly from their clients. This eliminates any conflicts of interest and ensures that their advice is always in the best interest of their clients. Fees are based on a percentage of assets under management.
Background:
SCHLOSSER FINANCIAL SERVICES, INC. was founded by John Schlosser with the goal of providing expert financial guidance to individuals and businesses. With over 15 years of experience in the industry, John and his team have built a reputation for their personalized approach and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, SCHLOSSER FINANCIAL SERVICES, INC. is committed to transparency and providing all necessary disclosures to their clients. They adhere to all relevant regulations and guidelines to ensure the best possible service for their clients.