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About SKLOFF FINANCIAL GROUP
SKLOFF FINANCIAL GROUP is a highly reputable financial advisory firm that offers top-notch financial services to its clients. With years of experience and a team of experts, they have become a trusted advisor for individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
SKLOFF FINANCIAL GROUP provides personalized financial solutions to help their clients achieve their financial goals. Their approach is focused on building long-term relationships, understanding the unique needs of each client, and creating custom plans to meet those needs.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 8 | 15 |
Financial Services Offered
SKLOFF FINANCIAL GROUP offers a wide range of financial services to cater to the diverse needs of their clients. Their services include retirement planning, investment management, tax planning, estate planning, and more.
Client Types
SKLOFF FINANCIAL GROUP serves a variety of clients, including high net worth individuals, families, and business owners. They also work with non-profit organizations and institutional clients.
Fees & Compensation
SKLOFF FINANCIAL GROUP operates on a fee-only model, which means they do not receive any commissions from product sales. This ensures that their advice is unbiased and solely based on the client’s best interest. Fees are based on a percentage of the assets under management, making their compensation directly tied to the success of their clients’ portfolios.
Background
The founder and president of SKLOFF FINANCIAL GROUP, Robert Skloff, has over 30 years of experience in the financial industry. He holds an MBA from Babson College and is a certified financial planner (CFP). The firm also has a team of highly qualified financial advisors who are committed to providing excellent service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SKLOFF FINANCIAL GROUP is legally bound to act in the best interest of their clients. They have no disclosures according to the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).