How does the advisor help clients – Key Takeaways:
The Haggerty Investment Group, LLC is known for their expertise in financial management and has been providing top-notch advisory services for over a decade. Their team of experienced advisors is dedicated to helping clients achieve their financial goals through a customized investment approach.
Facts and Insights
The Haggerty Investment Group, LLC currently manages over $500 million in assets and has a team of 8 highly qualified advisors. With over 10 years in the business, their clients can trust that they have the knowledge and experience to guide them towards financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | Over 10 years |
Financial Services Offered
The Haggerty Investment Group, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and more. They strive to create personalized plans for each client to ensure their financial objectives are met.
Client Types
The Haggerty Investment Group, LLC works with a variety of clients, including individuals, families, and businesses. They understand that every client has unique financial goals and needs, and they tailor their services to meet each one. Whether a client is just starting to build their wealth or looking to expand their portfolio, the Haggerty Investment Group, LLC has the expertise to assist them.
Fees & Compensation
The Haggerty Investment Group, LLC operates on a fee-only basis, meaning they do not receive any commission for their services. This ensures that their advisors are not biased towards any specific products or investments and are solely focused on what is best for their clients. Their fees are based on a percentage of assets under management, keeping them aligned with the success of their clients.
Background
The Haggerty Investment Group, LLC was founded in 2010 by financial expert, John Haggerty. With a background in accounting and over 20 years of experience in the financial industry, Haggerty saw the need for a more personalized and client-focused approach to financial management. The company has since grown to become a leading advisory firm, known for their exceptional service and expertise.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest that may arise when working with a financial advisor. The Haggerty Investment Group, LLC takes transparency seriously and has no disclosures on their record. This means that they operate with the highest level of integrity and have no past or current issues that could impact their clients’ best interests.