How does the advisor help clients – Key Takeaways:
Walter & Shuffain Financial Services, LLC is a highly reputable and experienced financial services firm that is dedicated to helping clients achieve their financial goals. With a team of knowledgeable and experienced advisors, they provide personalized financial solutions to meet the unique needs of each client.
Facts and Insights:
Founded in 1984, Walter & Shuffain Financial Services, LLC has been in business for over 35 years. In that time, they have established themselves as a leading advisor in the financial industry, providing expert guidance and advice to individuals, families, and businesses.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 35 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types:
Walter & Shuffain Financial Services, LLC works with a diverse range of clients, including individuals, families, and businesses. They are committed to providing personalized financial solutions to meet the specific needs of each client, regardless of their financial situation or goals.
Fees & Compensation:
Walter & Shuffain Financial Services, LLC operates on a fee-only basis, which means they do not receive commissions or compensation from the products they recommend. This allows them to provide unbiased and transparent advice to clients, ensuring their best interests are always the top priority.
Background:
The team at Walter & Shuffain Financial Services, LLC consists of highly experienced and knowledgeable advisors who hold various certifications and designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are also committed to continuing education to stay updated on the latest industry trends and best practices.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, Walter & Shuffain Financial Services, LLC is held to fiduciary standards, which means they are legally obligated to always act in the best interests of their clients. They also have a clean disciplinary record with no reported disclosures or disciplinary actions.