Facts and Insights
STOLPER & CO., INC. (STOLPER & COMPANY) is a well-respected financial advisory firm with a long history of helping clients achieve their financial goals. As an independent firm, STOLPER & COMPANY is not affiliated with any banks, investment firms, or insurance companies, allowing them to provide unbiased and personalized financial guidance to their clients. They take a holistic approach to financial planning, taking into account not just investments, but also taxes, insurance, retirement planning, estate planning, and more.
The advisors at STOLPER & COMPANY are highly trained and experienced professionals with a deep understanding of the financial industry. They stay up-to-date on the latest trends and market changes, and use their expertise to guide clients in making sound financial decisions. They act as a trusted partner to their clients, helping them navigate the complex world of finance and providing peace of mind.
How does the advisor help clients – Key Takeaways:
- STOLPER & CO., INC. (STOLPER & COMPANY) is an independent financial advisory firm that provides personalized and unbiased guidance to clients.
- The advisors at STOLPER & COMPANY are highly trained and experienced professionals with a deep understanding of the financial industry.
- They take a holistic approach to financial planning, considering all aspects of a client’s financial situation.
- Their knowledge and expertise allow them to act as a trusted partner, helping clients make sound financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
STOLPER & CO., INC. (STOLPER & COMPANY) has been in business for over 35 years, and currently manages over $500 million in assets for their clients. They have a team of 6 advisors, each with their own specialties and areas of expertise. This allows them to provide a wide range of financial services to their clients, including investment management, tax planning, retirement planning, and more.
Financial Services Offered
STOLPER & CO., INC. (STOLPER & COMPANY) offers a comprehensive range of financial services to their clients, including:
- Investment Management
- Tax Planning
- Retirement Planning
- Estate Planning
- Insurance Planning
They work closely with each client to create a personalized financial plan that takes into account their unique goals, risk tolerance, and financial situation.
Client Types
STOLPER & CO., INC. (STOLPER & COMPANY) serves a diverse range of clients, including individuals, families, and small businesses. They have experience working with clients from all backgrounds and with varying levels of wealth. Their personalized approach allows them to cater to the specific needs and goals of each client.
Fees & Compensation
STOLPER & CO., INC. (STOLPER & COMPANY) operates on a fee-only basis, meaning they do not earn commissions from selling financial products. This allows them to provide unbiased advice and eliminates any conflicts of interest. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’.
Background
STOLPER & CO., INC. (STOLPER & COMPANY) was founded in 1985 by John Stolper, who still serves as the firm’s President and CEO. Over the years, they have built a strong reputation for their expertise, integrity, and commitment to their clients. Their team of advisors includes CFAs, CPAs, estate planning attorneys, and more, providing clients with a well-rounded and knowledgeable financial team.
Financial Advisor Disclosures to Know
As a fiduciary, STOLPER & CO., INC. (STOLPER & COMPANY) is legally obligated to always act in the best interests of their clients. They have no conflicts of interest and fully disclose any potential conflicts to their clients. They also have clean disciplinary and compliance records, with no legal or regulatory actions against the firm or any of its advisors.
Looking for a trusted financial partner? Contact STOLPER & CO., INC. (STOLPER & COMPANY) today to schedule a consultation and see how they can help you achieve your financial goals.