How does the advisor help clients – Key Takeaways:
SD Perron & Co. Investment Services is a trusted financial firm that prides itself on being a partner in its clients’ financial success. With a team of expert advisors and a wide range of financial services, SD Perron & Co. is equipped to help clients achieve their financial goals and secure a stable financial future.
The following are key takeaways on how SD Perron & Co. Investment Services helps its clients:
- Provides personalized financial advice tailored to each client’s unique financial situation
- Offers a comprehensive range of financial services to meet clients’ diverse needs
- Utilizes cutting edge technology to provide efficient and effective financial management
- Empowers clients with knowledge and education to make informed financial decisions
- Adheres to strict ethical standards and always puts clients’ best interests first
Facts and Insights
Founded in 2005, SD Perron & Co. Investment Services has quickly become a leader in the financial industry. With a team of over 50 advisors, the firm serves clients nationwide, managing over $2 billion in assets. The firm’s success is built on a foundation of trust, integrity, and a commitment to providing exceptional financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | Over 50 | Founded in 2005 |
Financial Services Offered
SD Perron & Co. Investment Services offers a comprehensive range of financial services to meet the unique needs of each client. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
- And more.
Client Types
SD Perron & Co. Investment Services serves a diverse range of clients, including individuals, families, small business owners, and corporations. Each client receives personalized attention and tailored financial services to meet their specific needs and goals.
Fees & Compensation
SD Perron & Co. Investment Services is a fee-based firm, meaning that the majority of its compensation comes from fees for its services rather than commissions from selling financial products. This ensures that the firm’s advisors are acting in the best interests of their clients, as their compensation is not tied to specific financial products.
Background
SD Perron & Co. Investment Services was founded by Steve Perron, a veteran financial advisor with over 25 years of experience in the industry. Steve’s vision was to create a financial firm that prioritizes the client’s needs and provides expert financial advice and services to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
SD Perron & Co. Investment Services is committed to transparency and providing full disclosures to its clients. Some important disclosures to be aware of include:
- Any potential conflicts of interest
- The firm’s fee structure
- Any potential risks associated with recommended investments
- Disciplinary history, if any, of the firm or its advisors
At SD Perron & Co. Investment Services, clients can trust that their best interests are always the top priority. With a team of expert advisors, a wide range of financial services, and a commitment to transparency, the firm is dedicated to helping clients achieve financial success.