How does SHARKEY HOWES & JAVER INC. help clients? – Key Takeaways:
SHARKEY HOWES & JAVER INC. is a financial firm that provides expert advice and services to clients in need of financial management. The firm offers a wide range of financial services and caters to different types of clients. Some key takeaways of how SHARKEY HOWES & JAVER INC. helps clients are:
- Provides expert financial advice and services
- Offers a wide range of financial services
- Caters to different types of clients
Facts and Insights:
SHARKEY HOWES & JAVER INC. has been in the financial industry for over 25 years. The firm has gained a reputation for its expertise and excellence in providing financial advice and services. Some key facts and insights about the firm are:
- Established in 1995
- Over 25 years of experience in the financial industry
- Known for its expertise and excellence
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 25 years |
Financial Services Offered:
SHARKEY HOWES & JAVER INC. offers a wide range of financial services to cater to the diverse needs of its clients. Some of the financial services offered by the firm are:
- Wealth management
- Retirement planning
- Investment management
- Tax planning
Client Types:
SHARKEY HOWES & JAVER INC. welcomes all types of clients and tailors its services to meet their unique needs. The firm caters to the following types of clients:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation:
SHARKEY HOWES & JAVER INC. believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of assets under management, and this fee can vary depending on the services provided. The firm does not receive any commission or third-party payments, ensuring unbiased financial advice and services for its clients.
Background:
SHARKEY HOWES & JAVER INC. was founded in 1995 by John Sharkey, Dan Howes, and Paul Javer. The three founders shared a common vision of providing expert financial advice and services to clients and have built the firm on trust, integrity, and expertise. Today, the firm has grown to become a respected name in the financial industry, thanks to its commitment to its clients’ financial success.
Financial Advisor Disclosures to Know:
SHARKEY HOWES & JAVER INC. operates with complete transparency and follows all regulations and guidelines set by the financial industry. The firm has no relevant disclosures to make, and clients can trust that their financial advisor is always acting in their best interest.