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About THE RAFFIN GROUP LLC
The Raffin Group LLC is a full-service financial advisory firm that provides expert guidance and support to clients. With a team of industry professionals and years of experience, they are able to offer a range of financial services and personalized strategies to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance and support
- Offers personalized strategies to help clients achieve their financial goals
- Has a team of industry professionals with years of experience
Facts and Insights:
The following table provides key information about THE RAFFIN GROUP LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered:
As a full-service financial advisory firm, THE RAFFIN GROUP LLC offers a range of services to meet the unique needs of each client:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
THE RAFFIN GROUP LLC works with a diverse range of clients, including individuals, families, and businesses. They are dedicated to providing personalized strategies and solutions for each client, regardless of their financial situation or goals.
Fees & Compensation:
THE RAFFIN GROUP LLC operates on a fee-based compensation model, meaning that they earn compensation based on a percentage of the assets they manage for the client. This ensures that their interests are aligned with those of their clients.
Background:
The team at THE RAFFIN GROUP LLC has a wealth of experience in the financial industry, with backgrounds in investment management, financial planning, and more. They are committed to staying up-to-date on the latest industry trends and providing the best possible advice and guidance to their clients.
Financial Advisor Disclosures to Know:
In the interest of transparency and trust, clients of THE RAFFIN GROUP LLC should be aware of the following disclosures:
- Avoids material conflict of interest
- No legal or disciplinary events in the past 10 years
- No customer complaints in the past 10 years