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Third Person Financial Expert – STEPP & ROTHWELL INC
STEPP & ROTHWELL INC is a reputable financial services firm with a strong history of providing expert advice to its clients. The company prides itself on its team of highly qualified advisors who are dedicated to helping clients achieve their financial goals. With years of experience and a vast knowledge in the financial industry, this company has become a reliable source of financial guidance for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
STEPP & ROTHWELL INC offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, retirement planning, tax planning, insurance, and estate planning. The advisors work closely with each client to create a customized financial plan to help them achieve their short-term and long-term financial goals. They also provide regular reviews and updates to ensure that the plan remains in line with the client’s objectives and current financial situation.
Facts and Insights:
Here are some key facts and insights to help you better understand STEPP & ROTHWELL INC and its services:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 25 years |
| Services Offered | Investment Management Retirement Planning Tax Planning Insurance Estate Planning |
|---|
| Client Types | Individuals Small Businesses Corporations Non-Profit Organizations |
|---|
Fees & Compensation:
STEPP & ROTHWELL INC charges a fee based on a percentage of assets under management. This fee structure ensures that the advisors’ interests are aligned with the client’s as they are motivated to grow the client’s assets. They may also charge a one-time fee for specific services such as financial planning.
Background:
STEPP & ROTHWELL INC was founded in 1996 by John Stepp and Jane Rothwell, both highly experienced financial advisors. The company has a team of skilled advisors with diverse backgrounds and areas of expertise. They are committed to providing exceptional service and have built a strong reputation for their professionalism and expertise in the industry.
Financial Advisor Disclosures to Know:
It is essential to know the potential risks and conflicts of interest that come with working with a financial advisor. STEPP & ROTHWELL INC discloses all relevant information and strives to maintain transparency with its clients. Some key disclosures include: