How Does THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUP Help Clients – Key Takeaways:
Serving clients for over a decade, THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUP is a well-established financial services firm that is committed to helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the company offers a range of services and caters to different types of clients. Here are some key takeaways on how the advisor helps its clients:
- Provides personalized and comprehensive financial planning services
- Offers a variety of investment strategies to maximize returns and minimize risks
- Assists with retirement planning and income management
- Helps clients with wealth preservation and transfer strategies
- Offers guidance on tax planning and efficient use of funds
Facts and Insights:
Here are some interesting facts and insights about THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUP:
- Founded in 2005 in New York City
- Currently manages over $500 million in assets
- Employs a team of 15 experienced and dedicated advisors
- Has a strong track record of achieving positive returns for clients
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 15 |
Financial Services Offered:
THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUP offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Income management
- Wealth preservation and transfer strategies
- Tax planning
- Estate planning
- Insurance planning
Client Types:
The firm caters to a diverse group of clients including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
Fees & Compensation:
THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUP is a fee-only firm, which means it charges a fee for its services and does not earn commissions or sell products. The fees are based on a percentage of assets under management and are transparent and fully disclosed to clients.
Background:
Founded by John Cornish, CFP®, in 2005, THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUP has grown into a reputable and successful financial services firm. John Cornish brings over 25 years of experience in the financial industry and is dedicated to helping clients achieve financial security and success.
Financial Advisor Disclosures to Know:
As a registered investment advisor, THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUP is obligated to disclose any potential conflicts of interest to clients. The firm has a strict code of ethics and puts its clients’ interests first. Here are some important disclosures to be aware of:
- The firm may receive compensation from third-party providers for recommending their products or services.
- Some advisors may have prior legal or disciplinary events on their records.
- The firm may have affiliations or relationships with other financial firms or companies.