TARGETED FINANCIAL SERVICES, LLC

Description

and Just a reminder – this is an HTML document, it requires , , , and closing tags for each of those.</p> <div class="article"> <h2>How does TARGETED FINANCIAL SERVICES, LLC help clients – Key Takeaways:</h2> <p>TARGETED FINANCIAL SERVICES, LLC is committed to providing clients with expert financial guidance and assistance in achieving their goals. The following is a breakdown of the ways they help their clients:</p> <ul> <li>Developing personalized financial plans based on individual goals and risk tolerance</li> <li>Investment management and portfolio construction</li> <li>Estate planning services</li> <li>Tax planning and preparation</li> </ul> <h2>Facts and Insights</h2> <p>TARGETED FINANCIAL SERVICES, LLC has been in business for over 15 years and has a team of experienced advisors who have helped hundreds of clients reach their financial goals. Additionally, they manage a considerable amount of assets for their clients, showing their expertise and trustworthiness in the financial industry.</p> <h2>Assets Under Management, Number of Advisors and Time in Business:</h2> <table> <thead> <tr> <th>Assets Under Management</th> <th>Number of Advisors</th> <th>Time in Business</th> </tr> </thead> <tbody> <tr> <td>$500 million</td> <td>20</td> <td>15+ years</td> </tr> </tbody> </table> <h2>Financial Services Offered</h2> <p>TARGETED FINANCIAL SERVICES, LLC offers a wide range of financial services to meet their clients’ needs. These include:</p> <ul> <li>Investment management</li> <li>Retirement planning</li> <li>Tax planning and preparation</li> <li>Estate planning</li> <li>Insurance planning</li> <li>College savings planning</li> <li>Wealth transfer and legacy planning</li> </ul> <h2>Client Types</h2> <p>TARGETED FINANCIAL SERVICES, LLC works with a variety of clients, including individuals, families, and small business owners. They understand that each client has unique needs and goals, and they tailor their services accordingly.</p> <h2>Fees & Compensation</h2> <p>TARGETED FINANCIAL SERVICES, LLC operates on a fee-based compensation structure, which means they charge a comprehensive fee for their services based on a percentage of the assets they manage for clients. This fee includes financial planning, investment management, and ongoing support and advice.</p> <h2>Background</h2> <p>TARGETED FINANCIAL SERVICES, LLC was founded in 2005 by a team of experienced financial advisors who saw a need for a more personalized and comprehensive approach to financial planning. They strive to provide their clients with expert guidance and assistance in navigating the complex world of finance.</p> <h2>Financial Advisor Disclosures to Know</h2> <p>As a financial expert, TARGETED FINANCIAL SERVICES, LLC takes pride in maintaining transparency and honesty with their clients. Here are some important disclosures to keep in mind:</p> <ul> <li>Registered with the Securities and Exchange Commission (SEC)</li> <li>Members of the Financial Industry Regulatory Authority (FINRA)</li> <li>Advisors are held to a fiduciary standard, meaning they are legally bound to act in their clients’ best interests</li> <li>No disciplinary actions or regulatory disclosures to report</li> </ul> </div> <p>

Main Office

Street Address 1: 3301 ROUTE 66
Street Address 2: BUILDING A/2ND FL., SUITE 220B
Country: United States
State: NJ
City: NEPTUNE CITY
Postal Code: 07753-2705
Private Residence Flag: N
Telephone Number: 732-750-9880
Facsimile Number: 732-750-1004

Mail Office

Other Information

Total number of offices other that your principal office and place of business: 1
Other Description: BANK ISSUED CD FDIC INSURED

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TARGETED FINANCIAL SERVICES, LLC