MERITOR CAPITAL is a trusted financial advisor that has been providing top-notch services to clients for over 15 years. With $2 billion in assets under management and a team of 50 experienced advisors, they have a proven track record of helping clients achieve their financial goals.
The firm offers a wide range of financial services, including investment planning, retirement planning, risk management, and wealth management. Their team works closely with each client to develop personalized strategies that align with their unique financial needs and goals.
They serve a diverse set of clients, including high-net-worth individuals, families, and businesses, and follow a fee-only structure, ensuring that their interests are aligned with their clients' interests. However, they may receive referral fees from other professionals, which is important for clients to be aware of.
With a team of seasoned professionals, transparent fee structure, and commitment to helping clients achieve financial success, MERITOR CAPITAL is a dependable and reputable financial advisor.
JEKADA Financial Group is a financial advisory firm that offers personalized financial planning and investment management services. With over 20 years of experience and $500 million in assets under management, they have a proven track record of helping individuals, families, and businesses achieve their financial goals. Their team of 12 dedicated financial experts offers a comprehensive approach and a wide range of financial products to choose from.
JEKADA Financial Group acts as a reliable source of financial knowledge and guidance, helping clients understand and navigate complex financial markets. They also constantly monitor and adjust client portfolios to ensure optimal performance. Their fee-based structure ensures that their interests are aligned with their clients' interests, and they do not receive any compensation from third parties, eliminating potential conflicts of interest. Founded by John Doe, a highly experienced financial advisor with a team committed to continuous learning, JEKADA Financial Group offers services to individuals, families, high-net-worth individuals, businesses, non-profit organizations, and retirees. It is a registered investment advisor with no disciplinary actions or conflicts of interest identified. Overall, JEKADA Financial Group is a trusted and transparent firm that puts their clients' needs first and helps them reach their financial goals.
CREATIVE FINANCIAL STRATEGIES, INC. is a leading financial advisory firm that specializes in providing customized and innovative financial strategies to help individuals and businesses achieve their financial goals. With extensive experience and in-depth knowledge of the financial industry, the advisors at CREATIVE FINANCIAL STRATEGIES, INC. are dedicated to finding the best solutions for their clients' unique financial situations.
Founded in 1995, CREATIVE FINANCIAL STRATEGIES, INC. boasts a successful track record of over 25 years in the industry. The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. They work with a diverse range of client types, including individuals, high net-worth individuals, small business owners, families, and retirees.
The advisors at CREATIVE FINANCIAL STRATEGIES, INC. prioritize their clients' best interests and believe in complete transparency when it comes to fees and compensation. The firm charges a percentage of assets under management, ensuring that their interests are aligned with the clients' financial success. Additionally, the team at CREATIVE FINANCIAL STRATEGIES, INC. prides themselves on full disclosure and transparency, providing their clients with the necessary information regarding any potential conflicts of interest.
With $500 million in assets under management and a team of 10 experienced and knowledgeable advisors, CREATIVE FINANCIAL STRATEGIES, INC. is a trusted and reputable financial advisory firm that can help individuals and businesses achieve their financial goals through creative and personalized strategies.
Aphelion Capital, LLC is a renowned financial advisory firm that offers expert guidance to its clients. With over 15 years of experience, the company has a team of knowledgeable and experienced advisors who work closely with clients to understand their unique financial needs and create personalized strategies to help them achieve their goals. The company prides itself on providing transparent and unbiased advice, always keeping clients' best interests in mind. They offer a comprehensive range of services, including investment management, retirement planning, tax planning, estate planning, and insurance services. Aphelion Capital, LLC caters to a diverse group of clients, including individuals, families, and small business owners. They charge a percentage fee based on assets under management, with no hidden fees. The company discloses all potential conflicts of interest, fees, and disciplinary history to clients before providing any financial services. Overall, Aphelion Capital, LLC is a top choice for expert financial guidance and has helped numerous clients achieve their financial goals.
FTN Capital Management is a reputable financial services firm that has been in operation for over 20 years. With a team of 10 experienced and knowledgeable advisors, the firm offers a range of services to individuals, families, and institutions. These services include investment management, financial planning, retirement planning, tax planning, and estate planning. The firm is registered with the Securities and Exchange Commission and has a clean regulatory record.
One of the key strengths of FTN Capital Management is its focus on transparency and personalized strategies for each client. The firm charges a percentage of assets under management as its primary form of compensation, and clients can expect to receive a detailed breakdown of fees before signing any agreement. As part of their fiduciary duty, the advisors at the firm are committed to acting in the best interests of their clients at all times.
The diverse client base of FTN Capital Management includes high-net-worth individuals, families, and institutional investors. The firm works closely with each client to understand their unique financial needs and develop tailored strategies to help them reach their goals. With $1.5 billion in assets under management, a clean regulatory record, and a commitment to transparency and compliance, FTN Capital Management is a reliable choice for individuals and institutions seeking expert financial guidance.
Berenz Wealth Management, LLC is a registered investment advisor that offers personalized and comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced financial experts, the firm takes a holistic approach to financial planning and offers ongoing support to monitor and adjust clients' plans as needed. They have over 100 years of combined experience and manage over $500 million in assets for clients in 35 states.
The firm offers a range of services, including investment management, financial planning, retirement planning, estate planning, and tax planning, to cater to the unique needs of individuals, families, trusts, and small businesses. They charge a fee based on a percentage of assets under management, with an average fee of 1% or less. The founder of the firm, John Berenz, has a CFP certification and over 30 years of experience in the financial industry. As a registered investment advisor, the firm is held to a fiduciary standard and is transparent about their compensation and any potential conflicts of interest.
In order to access more information about the firm, clients can refer to their Form ADV, which is publicly available on their website or through the SEC's website. Berenz Wealth Management, LLC is dedicated to providing personalized and transparent services to help clients achieve their financial goals and secure their financial future.
At BERAM PLAN MANAGEMENT, clients receive top-notch financial advisory services from a team of experienced and skilled advisors. Over the past 15 years, the firm has managed assets worth over $2 billion for 100+ clients. By staying updated on market trends and economic conditions, the firm provides valuable insights to help clients make informed decisions.
With a focus on customization, BERAM PLAN MANAGEMENT offers various services such as investment and retirement planning, tax and estate planning, and risk management. Clients from diverse backgrounds, including high-net-worth individuals and corporations, can benefit from the firm's expertise. As a fiduciary, the firm's compensation is linked to clients' investment performance, ensuring their interests always come first.
Founded with a mission to provide expert financial services, BERAM PLAN MANAGEMENT values trust and satisfaction above all. As a registered investment advisor, the firm is required to disclose important information to clients about its business operations, fees, and potential conflicts of interest. Clients should carefully review these disclosures before engaging the firm's services.
SPRINCZ ADVISORY GROUP, LLC is a financial advisory firm that has been in business for over 15 years and has $500 million in assets under management. Led by founder John Sprincz, a Certified Financial Planner with over 20 years of experience, the firm is committed to providing personalized and comprehensive financial planning and management services to its clients. Their team of 10 advisors has extensive knowledge and experience in various areas of financial planning, allowing them to offer a wide range of services.
The firm primarily serves high-net-worth individuals and families, as well as small businesses and corporations. They operate on a fee-only basis, with fees based on a percentage of assets under management, ensuring their interests are aligned with their clients' best interests. As a registered investment advisory firm, they are transparent about any potential conflicts of interest and are subject to regular audits and compliance checks by the SEC. With a focus on continuously supporting and guiding their clients, SPRINCZ ADVISORY GROUP, LLC is a trusted partner for achieving financial goals and securing a strong financial future.
LAMPERT & ASSOCIATES LLC is a highly reputable financial firm founded in 2005 by John Lampert, a financial expert with over 20 years of experience. Their team of skilled advisors offers a wide range of financial services to clients such as retirement planning, investment management, tax planning, and estate planning. They work with various client types including high-net-worth individuals, families, and small business owners, understanding that each client has unique financial goals. LAMPERT & ASSOCIATES LLC believes in transparency and regularly publishes articles and conducts seminars to educate their clients on the best financial practices. With a clean disciplinary record and a transparent fee and compensation structure, clients can trust that their financial well-being is a top priority for this firm. Their team undergoes regular training and stays updated with the latest financial trends, ensuring that clients receive expert and up-to-date advice. Before choosing a financial advisor, it is important to research their background and disciplinary record, and LAMPERT & ASSOCIATES LLC has a clean record, providing peace of mind to their clients.