About TURNBULL FINANCIAL SERVICES LLC
TURNBULL FINANCIAL SERVICES LLC is a renowned financial firm that provides expert financial advice to clients. The team at TURNBULL is made up of experienced professionals who specialize in helping clients make sound financial decisions for their present and future needs. With their extensive knowledge and expertise, they have established a reputable presence in the financial industry.
How Does the Advisor Help Clients? – Key Takeaways:
- Provide personalized financial planning and investment management services
- Assist clients in setting and achieving their financial goals
- Evaluate and optimize clients’ financial portfolios
- Stay up-to-date with market trends and changes to make informed decisions
- Offer advice and guidance for various financial situations
- Empower clients to make educated financial decisions
The team at TURNBULL believes in building strong and lasting relationships with their clients, understanding their unique needs and tailoring their services accordingly. This personalized approach sets them apart from other financial firms and ensures that clients receive the best possible advice for their specific financial circumstances.
Facts and Insights
TURNBULL FINANCIAL SERVICES LLC has a strong track record of delivering exceptional financial management services to clients. As of 2021, the firm manages over $500 million in assets and has been in business for 20 years. This speaks to their expertise and years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | Not disclosed |
| Time in Business | 20 years |
Financial Services Offered
TURNBULL FINANCIAL SERVICES LLC provides a wide range of financial services to help clients manage their wealth effectively. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
The firm caters to various types of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and work closely with them to develop customized strategies that align with their needs and priorities.
Fees & Compensation
TURNBULL FINANCIAL SERVICES LLC operates on a fee-only basis, which means they do not earn commissions from financial products or services they recommend. This ensures that their advice is unbiased and focused on the best interests of their clients. The firm’s fees and compensation structure is disclosed to clients upfront, giving them transparency and assurance.
Background
The founder of TURNBULL FINANCIAL SERVICES LLC, John Turnbull, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP®), a Chartered Financial Analyst (CFA), and a member of the National Association of Personal Financial Advisors (NAPFA). John and his team of advisors are committed to continuous learning and staying updated with industry standards to provide the best possible services to their clients.
Financial Advisor Disclosures to Know
TURNBULL FINANCIAL SERVICES LLC adheres to strict ethical standards and has a clean record with regulatory bodies. In accordance with disclosure requirements, the firm’s ADV form is available on the Securities and Exchange Commission (SEC) website and on their website for clients to review.