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How does the advisor help clients – Key Takeaways:
Financial planning and management are crucial for individuals and businesses, but not everyone has the expertise and time to handle it effectively. This is where Welsh Financial & Accounting Services, LLC comes in. With a team of experienced professionals and a comprehensive range of services, the firm is committed to helping their clients achieve their financial goals. Some key takeaways about Welsh Financial & Accounting Services, LLC include:
- Offers financial planning, accounting, and tax services for individuals and businesses
- Provides personalized and customized solutions to meet each client’s unique needs
- Focused on helping clients achieve their financial goals and maximize their wealth
Facts and Insights
Welsh Financial & Accounting Services, LLC was founded in 2005 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and also serves as a certified public accountant (CPA) firm. With over 15 years of experience, the team at Welsh Financial & Accounting Services, LLC has provided financial services to a wide range of clients, including individuals, families, small businesses, and corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 15 years |
Financial Services Offered
Welsh Financial & Accounting Services, LLC offers a variety of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Accounting and bookkeeping
- Retirement planning
- Estate planning
Client Types
The team at Welsh Financial & Accounting Services, LLC serves a range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
Welsh Financial & Accounting Services, LLC follows a fee-based model, which means their compensation is based on the assets they manage for their clients. This aligns their interests with their clients’ and ensures that they work towards maximizing their clients’ wealth.
Background
The founder of Welsh Financial & Accounting Services, LLC, James Welsh, is a certified financial planner (CFP) and a certified public accountant (CPA). He has over 20 years of experience in the financial industry and has helped countless individuals and businesses achieve their financial goals. The rest of the team at Welsh Financial & Accounting Services, LLC also consists of highly qualified and experienced professionals who are committed to providing top-quality financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Welsh Financial & Accounting Services, LLC is held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients. Additionally, the firm has no disclosures on their record, indicating a clean disciplinary history.
In conclusion, Welsh Financial & Accounting Services, LLC is a reliable and experienced financial advisor that offers a full range of services to help their clients achieve their financial goals. With a dedicated team and a commitment to their clients’ best interests, the firm is a top choice for individuals and businesses looking for expert financial guidance.