wrapp
How Does the Advisor Help Clients – Key Takeaways:
SHILANSKI & ASSOCIATES, INC. is a reputable financial firm that specializes in providing expert advice to clients. With years of experience and a team of knowledgeable advisors, they have helped numerous individuals and businesses achieve their financial goals.
Facts and Insights:
Here are some key facts and insights about SHILANSKI & ASSOCIATES, INC.:
- Assets Under Management: $500 million
- Number of Advisors: 20
- Time in Business: 15 years
Financial Services Offered:
SHILANSKI & ASSOCIATES, INC. offers a wide range of financial services to cater to the needs of their clients. Some of their main services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
SHILANSKI & ASSOCIATES, INC. works with a diverse range of clients, including:
- Individuals
- Small business owners
- Couples
- Families
Fees & Compensation:
SHILANSKI & ASSOCIATES, INC. believes in transparency when it comes to fees and compensation. They offer fee-based services, which means they charge a percentage of the client’s assets under management. This ensures that the advisor’s interests are aligned with the client’s, as their compensation is directly linked to the performance of the client’s portfolio.
Background:
The team at SHILANSKI & ASSOCIATES, INC. is made up of experienced financial professionals who are dedicated to providing top-notch advice to their clients. They have extensive knowledge and expertise in the financial industry, making them a trusted source for all financial matters.
Financial Advisor Disclosures to Know:
Before working with any financial advisor, it is important to know about their potential conflicts of interest and any disclosures they may have. With SHILANSKI & ASSOCIATES, INC., clients can rest assured that they have no conflicts of interest and have a clean track record. They are committed to acting in the best interest of their clients at all times.