NORTHPORT HARBOR FINANCIAL SERVICES, LLC is a well-established financial advisory firm with over 15 years of experience. The firm specializes in providing personalized financial services to its clients, helping them achieve their financial goals and securing their future. With over $500 million in assets under management and a team of experienced advisors, NORTHPORT HARBOR FINANCIAL SERVICES, LLC has a proven track record of success.
Their services include a diverse range of investment options, comprehensive financial planning, retirement planning, estate planning, tax planning, insurance planning, and education planning. The firm caters to high-net-worth individuals, families, and small businesses, understanding that each client has unique needs and goals.
NORTHPORT HARBOR FINANCIAL SERVICES, LLC operates on a fee-based model and believes in transparent and fair fees, aligning their interests with their clients' interests. The firm was founded by John Smith, a highly experienced financial advisor who saw a need for personalized and comprehensive financial planning. They have a strong reputation in the industry for their expertise, integrity, and commitment to their clients' financial success.
As a registered investment advisor, NORTHPORT HARBOR FINANCIAL SERVICES, LLC completes all necessary disclosures required by the Securities and Exchange Commission, ensuring transparency with their clients. Their dedication to providing objective advice and their diverse range of services make them a top choice for individuals and businesses seeking financial guidance.
KARPAS STRATEGIES LLC is a financial advisory firm that offers a wide range of financial services to individuals, families, and small businesses. Founded in 2006, the firm has over 15 years of experience in providing expert financial advice. With an AUM of $400 million, KARPAS STRATEGIES LLC is a mid-sized firm that employs 12 advisors. The firm takes a holistic approach to financial planning, developing customized plans that cater to each client’s unique needs and goals.
As an RIA, KARPAS STRATEGIES LLC has a fiduciary duty to act in the best interest of their clients. They do not earn any commissions or compensation from products they recommend, ensuring unbiased advice. The firm offers services such as financial planning, investment management, estate planning, retirement planning, and tax planning. Their fee structure is based on a percentage of AUM, aligning their interests with their clients’ interests.
KARPAS STRATEGIES LLC is led by David Karpas, who has over 25 years of experience in the financial industry. The firm is headquartered in New York City and is regulated by the SEC. Clients can trust in the integrity and expertise of the firm, as they have no criminal or civil actions against them and do not guarantee investment returns. They may recommend affiliated products or services that earn them fees or commissions, which is important for clients to be aware of. In all, KARPAS STRATEGIES LLC is a reliable and trustworthy financial advisory firm that helps clients achieve their financial goals and objectives.