How does the advisor help clients – Key Takeaways:
The Waterford Group, LLC is a highly reputable financial firm that offers expert financial guidance to individuals and businesses. With years of experience and a team of knowledgeable advisors, they have become a trusted resource for individuals and businesses seeking financial guidance and planning.
Facts and Insights
The Waterford Group, LLC has been in the financial industry for over 20 years and has gained valuable insights and expertise along the way. The firm prides itself on staying up-to-date with the latest financial trends and utilizing cutting-edge technology to provide their clients with the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million (as of 2021) |
|---|---|
| Number of Advisors: | 10+ |
| Time in Business: | 20+ years |
Financial Services Offered
The Waterford Group, LLC offers a wide range of financial services to their clients, including investment management, retirement planning, tax strategies, estate planning, and insurance solutions. Their team of advisors has a diverse skill set and can provide comprehensive financial guidance to meet the unique needs of each client.
Client Types
The Waterford Group, LLC serves a diverse range of clients, including high net worth individuals, families, and businesses. Their advisors understand that each client has different financial goals and they work closely with them to create customized financial plans that align with their objectives.
Fees & Compensation
The Waterford Group, LLC operates on a fee-only basis, which means they do not receive commissions on any products or services they recommend. This ensures that their clients receive unbiased advice that is solely focused on their best interests. The firm is transparent about their fees and will always discuss them with their clients before providing any services.
Background
The Waterford Group, LLC was founded by a team of experienced financial advisors with a passion for helping individuals and businesses achieve their financial goals. The firm has built a reputation for integrity, professionalism, and exceptional service, making them a top choice for financial guidance in the industry.
Financial Advisor Disclosures to Know
The Waterford Group, LLC holds a fiduciary responsibility to their clients, meaning they are legally obligated to act in the best interest of their clients at all times. Their advisors also have a clean record with no reported disciplinary actions or offenses, providing clients with peace of mind when seeking financial advice from the firm.