About SECOND LOOK FINANCIAL, LLC.
SECOND LOOK FINANCIAL, LLC. is a financial advisory firm that provides expert financial planning and investment management services to individuals and businesses. With their extensive knowledge and experience in the financial industry, they help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- SECOND LOOK FINANCIAL, LLC. offers personalized and comprehensive financial planning services to clients based on their specific needs and goals.
- Their team of financial experts provides investment management services to help clients build and manage their investment portfolios.
- They also offer retirement planning services to help clients prepare for a financially secure retirement.
- SECOND LOOK FINANCIAL, LLC. helps clients with tax planning strategies to minimize their tax liabilities and maximize their savings.
- They offer risk management services to help clients protect their assets and prepare for any unforeseen events.
Facts and Insights
SECOND LOOK FINANCIAL, LLC. has been in business for over 10 years and has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals. They have a deep understanding of the financial industry and stay updated on the latest market trends to provide the best financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2008 | 8 | $50 million |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Risk management
Client Types
SECOND LOOK FINANCIAL, LLC. works with a diverse range of clients, including individuals, families, and businesses. They also specialize in working with high-net-worth individuals and provide tailored financial solutions to meet their unique needs and goals.
Fees & Compensation
SECOND LOOK FINANCIAL, LLC. charges fees based on the services provided and the complexity of the client’s financial situation. They are committed to transparency and always communicate fees and compensation clearly with clients before entering into any financial planning services.
Background
The team at SECOND LOOK FINANCIAL, LLC. has a combined experience of over 50 years in the financial services industry. They hold various industry certifications and are committed to ongoing education to stay updated on changes in the financial landscape. This allows them to provide clients with informed and expert financial advice.
Financial Advisor Disclosures to Know
SECOND LOOK FINANCIAL, LLC. is a registered investment advisor and is required to disclose any potential conflicts of interest to clients. They are committed to always acting in the best interest of their clients and providing transparent and ethical financial advice.