About SILVERBACK FINANCIAL
SILVERBACK FINANCIAL is a trusted financial advisory firm that specializes in providing expert financial guidance to a wide range of clients. With a team of experienced and knowledgeable advisors, SILVERBACK FINANCIAL helps clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Offers customized financial solutions tailored to individual needs
- Provides comprehensive financial planning
- Assists in investment management
- Helps with retirement planning and wealth preservation
- Gives advice on tax planning and estate planning
Facts and Insights
SILVERBACK FINANCIAL has been in the financial services industry for over 15 years, providing top-notch financial advice and solutions. The firm has a solid reputation for delivering outstanding results and helping clients reach their financial objectives.
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
- Estate Planning
- Retirement Planning
- Investment Management
- Wealth Preservation
- Tax Planning
- Financial Education
Client Types
SILVERBACK FINANCIAL caters to a diverse range of clients including:
- Individuals
- Families
- Business Owners
- High Net Worth Individuals
- Professionals
Fees & Compensation
SILVERBACK FINANCIAL is a fee-based advisor and charges a percentage of assets under management as their fee. The firm believes in transparency and always discloses their fees to clients upfront.
Background
The team at SILVERBACK FINANCIAL consists of highly qualified and experienced advisors with expertise in various areas of finance. They are dedicated to providing clients with personalized and comprehensive financial solutions to help them achieve their unique financial goals.
Financial Advisor Disclosures to Know
As a trusted financial advisor, SILVERBACK FINANCIAL is committed to being transparent and disclosing any potential conflicts of interest or legal or disciplinary actions. The firm has a clean record and maintains all necessary industry certifications and registrations to provide clients with top-notch financial advice.