THE GETZEN GROUP, INC.

The Getzen Group, Inc. is a well-established financial consulting firm that provides expert financial advice to a wide range of clients. With a team of highly qualified financial advisors, they offer a variety of financial services to their clients, helping them achieve their financial goals.

How does the advisor help clients – Key Takeaways:

The advisors at The Getzen Group, Inc. understand that each client has unique financial needs and goals. Therefore, they provide personalized financial advice and solutions to help their clients make informed financial decisions. They work closely with their clients to understand their current financial situation and future financial aspirations, and develop a customized plan to reach those goals.

Facts and Insights

Here are some key facts and insights about The Getzen Group, Inc.:

The Getzen Group, Inc. has managed assets worth $500 million for the past 20 years, with a team of 15 experienced financial advisors. Their extensive experience and expertise in the financial industry make them a reliable and trustworthy partner for clients seeking financial advice.

Financial Services Offered

The Getzen Group, Inc. offers a wide range of financial services to their clients, including:

• Portfolio management
• Retirement planning
• Estate planning
• Tax planning
• Insurance planning

Their comprehensive approach to financial planning ensures that all aspects of their client’s financial goals are taken into consideration.

Client Types

The Getzen Group, Inc. caters to a diverse range of clients, including:

• High net worth individuals
• Business owners
• Professionals
• Retirees

Their team of advisors has the expertise to understand the unique needs of each client and provide customized solutions accordingly.

Fees & Compensation

The Getzen Group, Inc. is a fee-only financial advisory firm, which means they do not earn any commissions from financial products they recommend. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ interests.

Background

The Getzen Group, Inc. was founded in 2000 by John Getzen, a seasoned financial advisor with over 25 years of experience in the industry. His vision of providing unbiased and personalized financial advice to clients has been the foundation of the company’s success.

Financial Advisor Disclosures to Know

When working with a financial advisor, it is important to be aware of any potential conflicts of interest. The Getzen Group, Inc. is committed to transparency and discloses any potential conflicts of interest to their clients. They also have a strict code of ethics that all their advisors adhere to, ensuring the utmost integrity in their dealings with clients.