How does SAUBERAN & COMPANY, LLC help clients?
SAUBERAN & COMPANY, LLC is a trusted financial planning firm that provides comprehensive services to clients. They do not just focus on investments; they offer a wide range of financial services to ensure their clients’ needs and goals are met.
Key Takeaways:
- SAUBERAN & COMPANY, LLC provides a variety of financial services to clients.
- Their approach is comprehensive and personalized, meeting the unique needs and goals of each client.
- This trusted firm has a team of experienced financial advisors who are dedicated to helping clients achieve financial success.
Facts and Insights:
SAUBERAN & COMPANY, LLC has been in business for over 15 years and has established a strong reputation in the financial industry. They are known for their personalized approach and commitment to client satisfaction.
The following are some key numbers that reflect the success and growth of SAUBERAN & COMPANY, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
These numbers show that SAUBERAN & COMPANY, LLC has a strong track record of effectively managing assets and has a solid team of experienced advisors to support their clients’ needs.
Financial Services Offered:
SAUBERAN & COMPANY, LLC offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Business succession planning
With their diverse range of services, SAUBERAN & COMPANY, LLC is able to address various financial needs and help clients build a solid financial foundation for the future.
Client Types:
SAUBERAN & COMPANY, LLC works with a range of clients, including individuals, families, and small businesses. They understand that each client has unique financial goals and they tailor their services to meet those specific needs. Their services are available to clients of all income levels, making them a versatile and inclusive firm.
Fees & Compensation:
SAUBERAN & COMPANY, LLC is a fee-based firm, meaning they are compensated by a fee for the services they provide to clients. This fee is based on a percentage of the assets they manage and is transparently disclosed to clients before any services are rendered. This fee structure aligns the firm’s interests with those of their clients, as the more successful their clients are, the more successful the firm will be.
Background:
SAUBERAN & COMPANY, LLC was founded by financial expert John Sauberan, who has over 25 years of experience in the financial industry. Mr. Sauberan is a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA), bringing a wealth of knowledge and expertise to the firm.
The firm’s team of advisors also has extensive experience and expertise in various areas of financial planning and management. They are committed to ongoing education and staying up-to-date with industry changes, ensuring their clients receive the best and most current financial advice.
Financial Advisor Disclosures to Know:
SAUBERAN & COMPANY, LLC is a fiduciary firm, meaning they are legally obligated to act in their clients’ best interests at all times. They have a clean disciplinary record, with no legal or disciplinary actions that would be of concern to clients. SAUBERAN & COMPANY, LLC also has a strict confidentiality policy to ensure client information is secure and protected.
In conclusion, SAUBERAN & COMPANY, LLC is a reputable and highly respected financial planning firm that offers a comprehensive range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to client satisfaction, this firm is a top choice for individuals and businesses seeking financial guidance and support.
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