WALTER C. FLOWER & CO., INC.
WALTER C. FLOWER & Co., Inc. is a leading financial advisory firm that has been providing expert financial guidance and services to clients for over 25 years. With a team of highly qualified and experienced advisors, WALTER C. FLOWER & Co., Inc. helps individuals and businesses make smart financial decisions and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services tailored to clients’ specific needs and goals
- Provides expert guidance on a wide range of financial matters, including retirement planning, tax planning, estate planning, and more
- Takes a holistic approach to financial planning, considering all aspects of a client’s financial situation, not just investments
- Regularly reviews and adjusts clients’ financial plans to adapt to changing market conditions and personal circumstances
- Provides ongoing education and support to help clients make informed financial decisions
Facts and Insights:
WALTER C. FLOWER & Co., Inc. has a team of 12 advisors, with combined assets under management of $500 million. The firm has a strong track record of helping clients achieve their financial goals and has received numerous awards and recognition for its exceptional services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 25 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
- Education planning
- Philanthropic planning
Client Types:
WALTER C. FLOWER & Co., Inc. serves a diverse range of clients, including high net worth individuals, families, small business owners, and corporations. The firm’s services are tailored to each client’s unique needs and financial situation.
Fees & Compensation:
WALTER C. FLOWER & Co., Inc. is a fee-only advisory firm, which means its advisors are compensated solely by fees paid by clients. This ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest.
Background:
WALTER C. FLOWER & Co., Inc. was founded in 1995 by Walter C. Flower, a highly experienced and knowledgeable financial advisor with a passion for helping individuals and businesses achieve financial success. Since then, the firm has grown into a team of talented advisors who are dedicated to providing top-notch financial services to clients.
Financial Advisor Disclosures to Know:
- WALTER C. FLOWER & Co., Inc. is a member of the Securities Investor Protection Corporation (SIPC), which protects clients against the loss of cash and securities held by a SIPC member firm up to $500,000 (including $250,000 for cash claims).
- The firm has a clean record with the Securities and Exchange Commission (SEC) and has not faced any disciplinary actions or regulatory sanctions.