About

34 FINANCIAL, LLC is a reputable financial advisory firm that offers expert guidance and personalized strategies to help clients achieve their financial goals. With over 10 years of experience and managing over $2 billion in assets, their team of advisors is dedicated to helping individuals, families, and small businesses succeed financially. Their comprehensive services cover investment planning, retirement planning, estate planning, tax planning and consulting, insurance planning, and more.

What sets 34 FINANCIAL, LLC apart is its commitment to operating on a fee-only basis, meaning they do not earn commissions or compensation from third parties. This ensures their advice is unbiased and aligned with their clients' interests. Their advisors are highly educated and hold various professional designations, and the company has no disciplinary actions or conflicts of interest in the past 10 years. Clients can trust 34 FINANCIAL, LLC to provide transparent and trustworthy advice to help them reach their financial goals.

Key Takeaways

Expert financial guidance provided by professional advisors
Personalized strategies tailored to your individual financial goals
Comprehensive services to cover all aspects of your financial needs
Commitment to helping clients achieve financial success

Facts & Insights

Here are some interesting numbers and insights about 34 FINANCIAL, LLC:

Assets Under Management | Number of Advisors | Time in Business $2 billion | 100+ | 10+ years

Financial Services Offered

Investment planning and management
Retirement planning
Estate planning
Tax planning and consulting
Insurance planning
and more!

Client Types

Individuals
Families
Small businesses

Fees & Compensation

34 FINANCIAL, LLC operates on a fee-only basis. This means that they do not earn commissions or receive compensation from third parties. Their fees are transparent and based on a percentage of assets under management. This structure aligns their interests with those of their clients, as they only earn more when their clients' investments increase in value.

Background

The team at 34 FINANCIAL, LLC has a wealth of experience and knowledge in the financial industry. Their advisors are highly educated and hold various professional designations, such as CFP® and CPA, demonstrating their expertise and commitment to providing top-notch financial guidance. The company was founded over 10 years ago and has since grown to manage over $2 billion in assets. Their success is a testament to their dedication to helping clients achieve financial success.

Disclosures

No disciplinary actions have been filed against the company or its advisors in the past 10 years
No conflicts of interest related to their fee structure or compensation
No affiliations with any products or companies that could create a conflict of interest

Firm Facts

Primary Business Name: 34 FINANCIAL, LLC
Organization CRD: 329383
Legal Name: 34 FINANCIAL, LLC