How does the advisor help clients – Key Takeaways:
W.H. Financial Services, Inc. provides comprehensive financial services to help clients navigate the complex world of finance. With a team of experienced advisors, the firm offers personalized advice and strategies tailored to each client’s unique financial goals and needs.
Whether it’s investing for retirement, managing debt, or planning for a child’s education, W.H. Financial Services, Inc. has the expertise and resources to help clients achieve their financial objectives.
Facts and Insights
W.H. Financial Services, Inc. was founded in 1985 and has been serving clients for over 35 years. The firm is headquartered in New York City and has a nationwide presence, with offices in multiple states.
Here are some key facts and insights about W.H. Financial Services, Inc.:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 50+ | 35+ years |
Financial Services Offered
W.H. Financial Services, Inc. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth management
Client Types
W.H. Financial Services, Inc. serves a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Corporate executives
- Families
Fees & Compensation
W.H. Financial Services, Inc. operates on a fee-only basis, meaning they do not receive commissions for selling financial products. This fee structure aligns their interests with their clients’ interests, ensuring that the firm is always working in the client’s best interest.
The firm’s fees may vary depending on the services rendered and the complexity of the client’s financial situation. Clients can expect transparent and competitive fees, with no hidden costs or surprises.
Background
W.H. Financial Services, Inc. was founded by William Henson in 1985. He started the firm with a vision to provide personalized financial advice to help clients achieve their financial goals and dreams.
Today, the firm is still led by William Henson and has grown to a team of experienced advisors and financial planners who are dedicated to providing tailored solutions for each client’s unique needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, W.H. Financial Services, Inc. is committed to transparency and full disclosure. Clients can access important information about the firm, its team, and its services through the firm’s Form ADV, which can be found on the Investment Adviser Public Disclosure (IAPD) website.
The firm is also a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). These organizations provide additional protection and oversight for clients’ investments.
In conclusion, W.H. Financial Services, Inc. is a trusted financial advisor that puts the client’s best interest first. With a team of experienced advisors, comprehensive financial services, and a transparent fee structure, the firm is well-equipped to help clients achieve their financial goals and secure their financial future.