2520 INVESTMENT SERVICES, LLC

About

2520 Investment Services, LLC is a financial advisory firm that was founded in 2005 and is based in New York. With over 16 years of experience, the firm offers a wide range of financial services to its clients, including investment management, financial planning, and retirement planning. Their team of 20 advisors has a combined experience of over 200 years in the industry, providing clients with expert and personalized advice to help them achieve their financial goals.

The firm operates on a fee-only model, meaning they are solely compensated through fees paid by clients, ensuring their interests are aligned with those of their clients. They cater to a diverse range of clients, including individuals, families, high-net-worth individuals, business owners, retirees, and non-profit organizations. As a registered investment advisor with the SEC, the firm and its advisors have fiduciary responsibilities to act in the best interests of their clients. However, it's important to note that the advisors at the firm may also act as insurance agents, which means they may receive commissions for selling insurance products.

2520 Investment Services, LLC has a strong track record of helping clients reach their financial goals, managing approximately $1.5 billion in assets. Their team of experienced professionals takes a holistic approach to financial planning, considering all aspects of a client's financial situation and fostering strong relationships to provide ongoing support and guidance. With their deep expertise and knowledge in the industry, the firm is dedicated to providing top-notch financial services and helping clients secure their financial future.

Facts & Insights

2520 Investment Services, LLC has a strong track record of providing top-notch financial services and helping clients reach their financial goals. Here are some key insights about the firm:

Fees & Compensation

2520 Investment Services, LLC operates on a fee-only model, which means that the firm is compensated solely through fees paid by clients. This ensures that the advisors' interests are aligned with those of their clients, as they do not receive commissions or other forms of compensation for recommending certain products or services.

Background

The team at 2520 Investment Services, LLC consists of highly qualified and experienced professionals who are dedicated to providing exceptional financial services to their clients. The firm takes pride in its team's deep expertise and knowledge in the financial industry, which allows them to develop personalized and effective strategies to help clients achieve their financial goals.