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LOMETA CAPITAL PARTNERS, INC.

LOMETA CAPITAL PARTNERS, INC.

Description

About LOMETA CAPITAL PARTNERS, INC.

LOMETA CAPITAL PARTNERS, INC. is a renowned financial advisory firm that has been providing top-notch services to clients for many years. The firm specializes in offering financial solutions to individuals, families, and businesses. With a team of experienced and dedicated advisors, LOMETA CAPITAL PARTNERS, INC. has helped numerous clients achieve their financial goals and secure their financial future.

How does the advisor help clients – Key Takeaways:

  • Offers tailored financial solutions based on individual needs and goals
  • Provides expert advice on investment options and strategies
  • Assists in managing and growing clients’ assets
  • Regularly reviews and adjusts financial plans as needed

Facts and Insights

As of 2021, LOMETA CAPITAL PARTNERS, INC. has over $500 million in assets under management. The firm has a team of 10 experienced and knowledgeable advisors who are committed to providing exceptional financial services to clients. With a proven track record of success, LOMETA CAPITAL PARTNERS, INC. has become a trusted name in the industry.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 10 Many years

Financial Services Offered

LOMETA CAPITAL PARTNERS, INC. offers a wide range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Education planning

Client Types

The firm caters to a variety of clients, including:

  • Individuals
  • Families
  • Small businesses
  • Retirees

Fees & Compensation

LOMETA CAPITAL PARTNERS, INC. charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the firm with those of its clients. The firm does not receive any commissions or third-party payments, ensuring that its advice is unbiased and in the best interest of the client.

Background

LOMETA CAPITAL PARTNERS, INC. was founded by a team of financial experts who saw a need for personalized and comprehensive financial services. With a strong focus on providing exceptional client service and a commitment to ethical and transparent practices, the firm has established itself as a leader in the financial advisory industry.

Financial Advisor Disclosures to Know

LOMETA CAPITAL PARTNERS, INC. believes in keeping its clients informed and educated about potential risks and disclosures. It is important for clients to understand these disclosures in order to make informed decisions about their financial plans. Some potential risks and disclosures to be aware of include market volatility, investment risks, and potential conflicts of interest.

Company Information

Main Office

Mail Office

Other Information

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