About SORINSKY & ASSOCIATES, INC.
SORINSKY & ASSOCIATES, INC. is a trusted financial advisory firm that has been serving clients for over 20 years. With a team of experienced and knowledgeable advisors, they provide comprehensive financial planning and investment management services to individuals, families, and business owners.
How the Advisor Helps Clients – Key Takeaways:
As a financial expert, SORINSKY & ASSOCIATES, INC. offers a wide range of services to help their clients achieve their financial goals. Some key takeaways include:
- Evaluating and analyzing clients’ current financial situation
- Creating customized financial plans tailored to clients’ specific needs and objectives
- Implementing investment strategies to help clients grow and protect their wealth
- Offering ongoing support and guidance to help clients stay on track towards their goals
Facts and Insights
SORINSKY & ASSOCIATES, INC. has a strong track record of helping clients achieve financial success. Here are some key facts and insights:
| Assets Under Management | $50 million (as of December 2020) |
|---|---|
| Number of Advisors | 5 |
| Time in Business | Over 20 years |
Financial Services Offered
SORINSKY & ASSOCIATES, INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance and risk management
- Tax planning
- Education funding
- Business planning
Client Types
SORINSKY & ASSOCIATES, INC. works with a variety of clients, including:
- Individuals and families
- Pre-retirees and retirees
- Business owners
- High-net-worth individuals
- Trusts and estates
- Non-profit organizations
Fees & Compensation
SORINSKY & ASSOCIATES, INC. is a fee-only advisory firm, which means they are compensated solely by their clients and do not receive commissions or kickbacks from financial products. This ensures that their recommendations are always in the best interest of their clients. Fees are based on a percentage of assets under management, with rates varying depending on the services provided.
Background
SORINSKY & ASSOCIATES, INC. was founded in 1999 by John Sorinsky, who has over three decades of experience in the financial industry. He leads a team of highly qualified and dedicated advisors, who all hold relevant professional designations and undergo regular training to stay updated on industry trends and best practices. This allows them to provide top-notch service to their clients and stay ahead of the curve in an ever-changing financial landscape.
Financial Advisor Disclosures to Know
As a registered investment advisor, SORINSKY & ASSOCIATES, INC. is required to disclose any potential conflicts of interest to their clients. These could include receiving compensation from third parties or owning stocks in companies they recommend. However, as a fee-only firm, they have a fiduciary duty to always act in the best interest of their clients and avoid any conflicts of interest.