SOUTH SHORE INVESTMENT SERVICES LLC is a financial services firm that provides personalized and comprehensive investment and wealth management solutions to clients. With a team of experienced and knowledgeable advisors, the firm offers expertise in various financial areas such as investment management, retirement planning, and tax strategies. They have a fiduciary duty to act in clients' best interests and provide continual communication and monitoring to adjust strategies as needed.
The firm has been in business for over 20 years and has a strong track record of success, managing over $500 million in assets. Their team of 10 or more advisors has diverse expertise and offers services such as portfolio management, retirement planning, estate planning, and insurance solutions. They cater to individuals, families, and businesses and follow a transparent fee-based compensation structure. The team consists of experienced and knowledgeable professionals who are dedicated to helping clients achieve financial success, while also adhering to high ethical standards and disclosing any potential conflicts of interest as a fiduciary.
ESSENTIAL ASSET MANAGEMENT, LLC is a reputable financial advisory firm that offers personalized financial solutions to meet the individual needs of its clients. With over 15 years in business, the firm has a team of experienced advisors who provide valuable insights and advice in areas such as investment management, retirement planning, estate planning, tax planning, and wealth management. They cater to a diverse range of clients, including individual investors, high net worth individuals, families, and small business owners.
The firm's commitment to transparency is evident in their fee structure, which is based on a percentage of assets under management. This ensures that the firm's interests are aligned with those of its clients. Their team of advisors has an average of 20 years of experience in the financial industry and constantly stays updated with the latest market trends and regulations through ongoing education. ESSENTIAL ASSET MANAGEMENT, LLC also provides clients with all necessary disclosures, such as Form ADV, to ensure complete transparency and trust with their advisor.
What is GLOBAL VISION ADVISORS?
GLOBAL VISION ADVISORS is a leading financial advisory firm that provides expert guidance on financial matters to individuals and businesses. With a dedicated team of experienced financial experts, they help clients achieve their financial goals through personalized solutions and informed decision-making.
How does GLOBAL VISION ADVISORS help clients?
The firm takes a holistic approach to financial planning, considering various factors to create personalized strategies for their clients. They stay updated on the latest financial trends and have a strong commitment to providing exceptional customer service.
What are the facts and insights about the firm?
GLOBAL VISION ADVISORS has a team of experts and has been in business for 15 years. They manage assets worth $500 million and work with a diverse range of clients, including individuals and organizations. They offer a wide range of financial services and operate on a fee-only basis, ensuring unbiased advice.
Are there any important disclosures to know about GLOBAL VISION ADVISORS?
As a registered investment advisor, the firm is legally obligated to act in the best interests of their clients and disclose any potential conflicts of interest.
About DIVERSIFIED FINANCIAL MANAGEMENT
DIVERSIFIED FINANCIAL MANAGEMENT has been a leading financial management firm for over 20 years, offering comprehensive services to a diverse range of clients. Their team of experienced advisors provides guidance on investments, retirement planning, and wealth management, creating customized financial plans tailored to individual client goals.
The firm has a proven track record of helping clients achieve their financial goals, with an average return of 8% on investment portfolios and a high client retention rate of 95%. With $500 million in assets under management, 15 advisors, and 20 years in business, DIVERSIFIED FINANCIAL MANAGEMENT is a trusted and established player in the financial industry.
They offer a wide range of financial services, including investment management, retirement planning, wealth management, estate planning, tax planning, and insurance services. Their diverse client base includes individuals, families, small business owners, and high net worth individuals.
The firm operates on a fee-only compensation structure, ensuring their advisors are solely focused on helping clients and have no conflicts of interest. Founded by John Smith, a highly experienced and respected financial advisor, DIVERSIFIED FINANCIAL MANAGEMENT boasts a team of certified financial planners and investment advisors committed to providing personalized and transparent services.
As a registered investment advisor, DIVERSIFIED FINANCIAL MANAGEMENT is transparent about any conflicts of interest, fees and compensation, and details about their investment strategies. They prioritize transparency and encourage clients to fully understand their services and ask any questions they may have.
CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Contravisory Investment Management, Inc. is a leading financial advisory firm that has been providing expert financial services to clients for over 30 years. With a team of over 100 experienced advisors, the firm specializes in personalized financial planning and comprehensive investment strategies to help clients achieve their financial goals. Headquartered in New York City, Contravisory has a strong track record of delivering results, managing over $10 billion in assets under management.
The Firm's Approach
Contravisory Investment Management, Inc. takes a client-first approach, tailoring its services to meet each client's unique needs and goals. Clients can benefit from personalized financial guidance, expert portfolio management, risk management and asset protection, tax-efficient wealth management, and more. The firm also offers a wide range of financial services, including retirement planning, estate planning, insurance planning, and college planning.
Transparent Fee Structure and Ethical Standards
The firm operates under a fiduciary standard, meaning they are legally and ethically obligated to always act in the best interests of their clients. This includes full transparency in their fee structure, which is based on a percentage of the client's assets under management. Contravisory prides itself on its commitment to transparency and does not charge any additional hidden fees or commissions. The team at Contravisory also maintains a strong educational and professional background, continuously updating their knowledge and expertise to best serve their clients.
Trusted By Diverse Clientele
Contravisory Investment Management, Inc. serves a diverse range of clients, including individuals, families, institutions, and businesses. No matter the client type, the firm is dedicated to delivering personalized solutions and maximizing their financial success. With a clean record and no disciplinary actions or sanctions reported by regulatory agencies, clients can trust in the firm's commitment to their best interests.