How does the advisor help clients – Key Takeaways:
VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC strives to help clients achieve their financial goals through personalized and comprehensive financial planning services. Their team of expert advisors use their knowledge and expertise to guide clients towards making informed decisions about their finances.
Facts and Insights
VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC has been in the financial industry for over 20 years, providing top-notch financial services to their clients. They have consistently achieved high returns and have a proven track record of success. Their team of advisors constantly stay updated with the latest industry trends and insights, ensuring that their clients receive the best financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC offers a wide range of financial services, including:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC caters to a diverse client base, including:
- Individuals
- High net worth individuals
- Small business owners
- Corporations
Fees & Compensation
The fees and compensation structure at VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC is transparent and straightforward. They charge a percentage of assets under management as their fee, ensuring that their interests are aligned with their clients’ best interests.
Background
VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC was founded by John Visconti, a seasoned financial expert with over 30 years of experience in the industry. He has assembled a team of highly qualified advisors who bring a diverse range of expertise and knowledge to the table. The company prides itself on its client-centric approach and personalized services.
Financial Advisor Disclosures to Know
VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC follows strict ethical and compliance standards, ensuring complete transparency and disclosure. They are registered with the Securities and Exchange Commission (SEC) and provide their clients with a Form ADV Part 2 disclosure document, which outlines their services, fees, and any potential conflicts of interest.