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How does the advisor help clients – Key Takeaways:
Wiggin Financial Services is a reliable and knowledgeable resource for individuals seeking financial guidance. They have built a reputation on providing expert advice and tailored solutions to their clients. Here are a few key takeaways that highlight the ways in which Wiggin Financial Services can support and assist their clients.
- The advisors at Wiggin Financial Services are experienced and well-educated in all areas of finance, allowing them to provide valuable insights and advice to their clients.
- They offer a wide range of financial services, from investment management to retirement planning, to meet the diverse needs of their clients.
- Wiggin Financial Services is dedicated to building strong relationships with their clients, taking the time to understand their goals and needs in order to provide personalized solutions.
Facts and Insights
Here are some important numbers and insights about Wiggin Financial Services:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
These figures demonstrate the trust and credibility of Wiggin Financial Services as a long-standing and successful financial firm.
Financial Services Offered
Wiggin Financial Services offers a comprehensive range of financial services to address the various needs and goals of their clients. Some of their primary services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Their team of experts is well-equipped to handle any financial situation and provide personalized strategies to help their clients reach their goals.
Client Types
Wiggin Financial Services serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
Their services are tailored to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
Wiggin Financial Services operates on a fee-based structure, meaning they charge a percentage of the assets they manage for their clients. This structure ensures that their interests are aligned with those of their clients, as their compensation is directly tied to the success of their investments.
Background
Wiggin Financial Services was founded in 2000 by John Wiggin, a seasoned financial advisor with over 30 years of experience in the industry. Since then, the firm has grown to become one of the most trusted and reputable financial advisory firms in the country. Their team of advisors is dedicated to providing exceptional service and personalized solutions to their clients.
Financial Advisor Disclosures to Know
Wiggin Financial Services upholds the highest ethical standards and is committed to transparency with their clients. Here are a few important disclosures to keep in mind:
- The advisors at Wiggin Financial Services are all licensed and registered with the appropriate regulatory bodies.
- They have no disciplinary actions or sanctions on their record.
- The firm operates under a fiduciary duty, meaning they are legally obligated to act in the best interests of their clients at all times.
These disclosures ensure that clients can trust in the integrity and professionalism of Wiggin Financial Services.