How does the advisor help clients – Key Takeaways:
STEPHEN J. GARRY & ASSOCIATES, LLC provides expert financial advice to their clients in a professional and objective manner. Their comprehensive approach to financial planning is tailored to meet each individual client’s objectives and goals. They pride themselves on their long-term relationships with clients, helping them navigate financial decisions throughout all stages of life.
- They offer personalized financial planning services to help clients establish and attain financial goals.
- They assist clients with investment management, retirement planning, tax planning, and estate planning.
- Their team of financial experts has a vast knowledge of the market and strives to provide the best financial advice to their clients.
- They maintain transparency and open communication with their clients, ensuring that they are always up-to-date on their financial status.
Facts and Insights:
With over 15 years of experience in the financial industry, STEPHEN J. GARRY & ASSOCIATES, LLC has a proven track record of delivering successful results for their clients. They have a highly skilled team of advisors who use their extensive market knowledge to create personalized financial plans for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| STEPHEN J. GARRY & ASSOCIATES, LLC | $500 million | 10+ | 15 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Client Types:
- Individuals
- High-Net-Worth Individuals
- Business Owners
- Retirees
Fees & Compensation:
STEPHEN J. GARRY & ASSOCIATES, LLC charges clients on a fee-only basis. This means that their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with the clients’ and they are not driven by commission-based sales. They believe in transparent and fair compensation for their services.
Background:
STEPHEN J. GARRY, founder and principal of STEPHEN J. GARRY & ASSOCIATES, LLC, has over 25 years of experience in finance and investing. He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst®. He has a degree in Finance from a top university and has a thorough understanding of market trends and investment strategies.
Financial Advisor Disclosures to Know:
STEPHEN J. GARRY & ASSOCIATES, LLC believes in full transparency and has no disciplinary actions on their record. They are committed to always acting in the best interest of their clients and following ethical business practices.