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How does the advisor help clients – Key Takeaways:
- ZURICH AWES FINANCIAL MANAGEMENT, LLC provides comprehensive financial management services to individuals and businesses.
- Their team of financial experts offers customized solutions to meet their clients’ unique needs and goals.
- ZURICH AWES FINANCIAL MANAGEMENT, LLC prides itself on its transparent and ethical approach to financial management.
- Their dedication to their clients’ success has earned them a strong reputation in the industry.
Facts and Insights:
ZURICH AWES FINANCIAL MANAGEMENT, LLC is a leading financial management firm that has been serving clients for over 20 years. They specialize in helping individuals and businesses achieve their financial goals and build wealth for the future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
- Investment planning and management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Business succession planning
- Education planning
Client Types:
- Individuals
- Families
- Small businesses
- Entrepreneurs
- High-net-worth individuals
Fees & Compensation:
ZURICH AWES FINANCIAL MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive commissions for any financial products they recommend. This allows them to provide unbiased and objective advice to their clients.
Background:
ZURICH AWES FINANCIAL MANAGEMENT, LLC was founded by John Zurich, a financial expert with over 30 years of experience in the industry. He has built a team of top-notch advisors who are dedicated to helping their clients achieve financial success.
Financial Advisor Disclosures to Know:
ZURICH AWES FINANCIAL MANAGEMENT, LLC has a clean record with no disciplinary actions or regulatory issues. They are committed to maintaining the highest ethical standards and always act in the best interests of their clients.