Wilbert Guilford, CFP, PLLC, is a highly experienced financial advisor who has been helping clients achieve their financial goals for over 20 years. With a specialized focus on personal finance, Wilbert Guilford, CFP, PLLC, provides expert advice and guidance to individuals, families, and small business owners. He takes pride in offering personalized solutions to fit the unique needs of each client.
How does the advisor help clients – Key Takeaways:
- Creates customized financial plans to help clients reach their goals.
- Offers expert advice on investments, retirement planning, and tax strategies.
- Provides ongoing support and guidance to ensure clients stay on track.
Facts and Insights
- Assets Under Management: $50 million
- Number of Advisors: 1
- Time in Business: Over 20 years
Financial Services Offered
- Personal financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
Client Types
Wilbert Guilford, CFP, PLLC, works with a diverse range of clients including:
- Individuals and families
- Small business owners
- Retirees
- High net worth individuals
Fees & Compensation
Wilbert Guilford, CFP, PLLC, operates on a fee-only basis, meaning he is compensated solely through fees paid by his clients. This allows him to provide unbiased and objective advice without any conflicts of interest.
As part of his commitment to transparency, Wilbert Guilford, CFP, PLLC, is upfront about his fees and works with clients to create a fee schedule that works best for their unique needs and financial goals.
Background
Wilbert Guilford, CFP, PLLC, has over two decades of experience in the financial industry. He holds a Certified Financial Planner (CFP) designation, which demonstrates his expertise in all aspects of financial planning.
Wilbert Guilford, CFP, PLLC, also stays up to date on the latest industry trends and best practices through ongoing education and training. This allows him to provide his clients with the most relevant and effective financial strategies.
Financial Advisor Disclosures to Know
Wilbert Guilford, CFP, PLLC, takes his fiduciary responsibility to his clients very seriously. This means he always acts in their best interests and is transparent about any potential conflicts of interest.
Wilbert Guilford, CFP, PLLC, has a clean record with no disciplinary actions or regulatory issues. He is committed to maintaining the highest ethical and professional standards in his practice.