About STATE STREET FINANCIAL ADVISORS, LLC
With years of experience in the financial industry, State Street Financial Advisors, LLC is a trusted name in providing expert financial advice and services to clients from various backgrounds.
The team at State Street Financial Advisors, LLC is dedicated to helping individuals, families, and businesses achieve their financial goals. They use their extensive knowledge and expertise to provide personalized and comprehensive financial strategies that cater to each client’s unique needs and objectives.
How Does the Advisor Help Clients – Key Takeaways:
- Providing personalized and comprehensive financial strategies
- Expertise in various areas of financial planning
- Years of experience in the financial industry
- Commitment to helping clients achieve their financial goals
Facts and Insights
Here are some important facts and insights about State Street Financial Advisors, LLC:
| Assets Under Management | $1.5 billion |
|---|---|
| Number of Advisors | 25 |
| Time in Business | 12 years |
Financial Services Offered
State Street Financial Advisors, LLC offers a wide range of financial services including:
- Asset management
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
State Street Financial Advisors, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
State Street Financial Advisors, LLC charges a fee based on a percentage of assets under management. This structure aligns the advisor’s interests with the client’s, as the more the client’s assets grow, the more the advisor is compensated. They also offer fee-only financial planning services on an hourly or project basis.
Background
State Street Financial Advisors, LLC was founded in 2009 by a team of experienced financial professionals who saw the need for a comprehensive and personalized approach to financial planning. Since then, they have been providing top-notch financial services to clients and have built a reputation for their expertise, integrity, and commitment to their clients’ success.
Financial Advisor Disclosures to Know
As a financial expert, State Street Financial Advisors, LLC is committed to transparency and ensuring that their clients are fully informed. Some important disclosures to note include:
- The advisor has no disciplinary actions or legal disputes
- The advisor does not have any affiliations with financial product companies
- The advisor’s record may contain incidents of customer complaints, but all have been settled or denied