How does the advisor help clients – Key Takeaways:
Walter J. Reyna, Inc. is a financial advisory firm that offers a range of services to help clients manage and grow their wealth. Through their expertise and experience, they assist clients in achieving their financial goals, providing guidance and support every step of the way.
Facts and Insights
Walter J. Reyna, Inc. has been in the financial services sector for over 15 years, offering personalized and comprehensive financial planning and investment management services to individuals and businesses. As of 2021, the firm manages over $100 million in assets under management and has a team of 10 experienced and knowledgeable advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million | 10 | 15+ |
Financial Services Offered
Walter J. Reyna, Inc. provides a wide range of financial services to help clients reach their financial objectives. Some of the services offered by the firm include investment management, retirement planning, tax planning, risk management, estate planning, and more. They also offer customized financial solutions tailored to meet the unique needs and goals of each client.
Client Types
Walter J. Reyna, Inc. caters to a diverse range of clients, including individual investors, high net worth individuals, small business owners, and corporate clients. The firm works closely with each client to understand their financial situation, goals, and risk tolerance to develop a personalized plan that aligns with their needs.
Fees & Compensation
Walter J. Reyna, Inc. operates on a fee-only basis, meaning that they do not receive commissions or compensation from the sale of financial products. This allows the firm to provide unbiased advice and recommendations to their clients. The fees charged by the firm may vary based on the services provided and the size of the client’s investment portfolio.
Background
Walter J. Reyna, Inc. was founded by Walter J. Reyna, a highly experienced and knowledgeable financial advisor with over 25 years of experience in the industry. He and his team strive to provide their clients with the highest level of personalized service and expert financial advice to help them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered financial advisory firm, Walter J. Reyna, Inc. adheres to strict regulations and transparency standards. The firm has no legal or disciplinary disclosures, making it a trustworthy and reputable financial advisor to work with.