How does the advisor help clients – Key Takeaways:
WEBB FINANCIAL GROUP is a trusted financial institution that provides expert guidance and services to help clients achieve their financial goals. They offer a wide range of financial services and cater to various client types, ensuring that each individual receives personalized attention and support. As a reputable and established company, WEBB FINANCIAL GROUP has a team of experienced advisors who use their knowledge and expertise to help clients make informed financial decisions.
Facts and Insights:
Founded in 2005, WEBB FINANCIAL GROUP has been in the financial industry for over 15 years. They have a strong and stable presence, with assets under management of $500 million and 25 advisors working to serve their clients. This track record of success is a testament to their dedication and commitment to providing top-notch financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15+ years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Wealth Management
Client Types:
WEBB FINANCIAL GROUP caters to a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- High Net Worth Individuals
- Corporations
Fees & Compensation:
WEBB FINANCIAL GROUP operates on a fee-only structure, which means that they are compensated directly by their clients and do not receive commissions from any financial product sales. This ensures that their clients’ best interests are always the top priority and eliminates any potential conflicts of interest.
Background:
WEBB FINANCIAL GROUP was founded by financial experts who saw a need for comprehensive and personalized financial services in the market. With years of experience and a team of skilled advisors, they have built a strong reputation for providing successful financial solutions for their clients.
Financial Advisor Disclosures to Know:
WEBB FINANCIAL GROUP takes transparency and trust very seriously, which is why they adhere to all required financial advisor disclosures. These include:
- Registered Investment Advisor (RIA)
- Securities and Exchange Commission (SEC) registration
- Financial Industry Regulatory Authority (FINRA) registration
- State registrations as required