626 FINANCIAL, LLC

About

626 Financial, LLC is a trusted financial advisory firm that has been helping clients achieve their financial goals for over a decade. With a team of experienced professionals and a wide range of financial services, they offer personalized solutions to their clients' unique needs.

Their key takeaways include personalized solutions for each client's unique financial situation, expertise in a wide range of financial services, and over a decade of experience in the industry. With $1.5 billion in assets under management, a team of 20 advisors, and over 10 years in business, 626 Financial, LLC has the resources and expertise to handle a wide range of financial needs.

Some of the financial services offered by 626 Financial, LLC include investment management, retirement planning, estate planning, tax planning, and insurance services. They cater to a diverse group of clients, including high-net-worth individuals, corporate executives, small business owners, and retirees.

Transparency and fair pricing are important values for 626 Financial, LLC. They charge fees for their services, including financial planning fees and commissions on certain products. It is also important for clients to be aware of potential conflicts of interest, such as some advisors also being insurance agents and receiving commissions for selling certain products.

Founded in 2008, 626 Financial, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have no legal or disciplinary actions against them. Clients can trust in their experienced team and comprehensive financial services to help them achieve their financial goals.

Facts & Insights

In this section, we will take a closer look at the key facts and insights about 626 Financial, LLC:

Fees & Compensation

626 Financial, LLC believes in transparent and fair pricing for their services. Their fees and compensation structure is as follows: They are committed to providing value to their clients and strive to keep their fees competitive in the industry.

Background

626 Financial, LLC was founded in 2008 by a team of financial experts with a goal to provide personalized and comprehensive financial services to clients. With over a decade of experience, they have helped numerous clients achieve their financial goals and build a secure future for themselves and their families.

Other Information

OTC STOCKS, DERIVATIVES, CDS, STRUCTURED PRODUCTS, MUNI BONDS, CORPORATE BONDS, SPECULATIVE, ETC.