Flanagan Financial Management is a trusted financial management firm that offers a wide range of services to help clients reach their financial goals. With over 20 years of experience in the industry and assets under management worth over $500 million, the firm has a team of knowledgeable advisors who work closely with clients to understand their unique needs and provide customized solutions. They offer services such as financial planning, investment management, estate planning, retirement planning, and insurance planning to individuals, families, and businesses.
The firm operates on a fee-only basis, ensuring that their interests align with those of their clients. They are transparent and disclose any potential conflicts of interest. As a registered investment advisor with the SEC, Flanagan Financial Management has a fiduciary duty to act in the best interests of their clients at all times. With a reputation for expertise and commitment to client satisfaction, the firm has no previous disciplinary actions on record. Founded by John Flanagan, a certified financial planner with over 25 years of experience, the firm is dedicated to helping clients achieve financial success.
OTTO & ASSOCIATES, INC. is a financial services firm that helps clients manage their assets and plan for their financial future. With over 15 years of experience in the industry, the firm has $500 million in assets under management and a team of 10 expert advisors. They offer a range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. Their diverse client base includes individuals, families, small business owners, high net worth clients, and institutions. As a fee-based firm, their advisors act in the best interest of their clients and aim to provide transparent and unbiased financial advice. The team at OTTO & ASSOCIATES, INC. is highly qualified and committed to continuous education to stay updated on the latest industry trends. As a registered investment advisor, the firm has a fiduciary duty to disclose any potential conflicts of interest and communicate openly with clients about their investments.
In summary, OTTO & ASSOCIATES, INC. provides personalized and comprehensive financial services to help clients achieve their financial goals. Their team of experienced advisors is dedicated to acting in the best interest of their clients and keeping them informed about their investments. With a commitment to transparent and unbiased advice, the firm strives to build long-term relationships with their clients and help them secure their financial future.
THAMES FINANCIAL MANAGEMENT is a professional financial management firm that offers personalized services to help clients make educated financial decisions. With a team of experienced advisors, they provide tailored solutions for each client's unique needs. With over 15 years of experience, they manage over $500 million in assets and offer a wide range of financial products and services.
Their services include financial planning, investment management, retirement and estate planning, tax planning, insurance, education planning, and debt management. They serve a diverse range of clients, including individuals, families, and businesses, and have specialized services for high-net-worth individuals. Their fee-based structure ensures that their interests align with their clients' and they have no disciplinary disclosures on record. THAMES FINANCIAL MANAGEMENT prioritizes transparency and always discloses potential conflicts of interest to their clients.
OTTO & ASSOCIATES, INC. is a highly reputable financial advisory firm with over 30 years of experience in the industry. Their team of 10 advisors has managed over $500 million in assets and is dedicated to helping clients achieve their financial goals through personalized financial planning and investment management services. The firm also offers retirement planning and income solutions, and educates clients on financial strategies and market trends. With a focus on transparent and fair pricing, the firm operates on a fee-only structure and provides a clear breakdown of fees and compensation to clients. John Otto, the founder and a Certified Financial Planner (CFP®), leads the firm with over 40 years of experience in the industry. As a registered investment advisor, OTTO & ASSOCIATES, INC. adheres to strict ethical practices and provides clients with a disclosure document outlining their services, fees, and potential conflicts of interest. This enables clients to make informed decisions about their financial future while working with the firm.
CLEAN YIELD ASSET MANAGEMENT is a reputable financial advisor firm with over 20 years of experience providing expert financial services to individuals, families, and institutions. The firm has over $500 million in assets under management and a team of 10+ knowledgeable advisors dedicated to helping clients achieve their financial goals. The range of services offered includes investment management, retirement planning, tax planning, estate planning, and college savings strategies. CLEAN YIELD ASSET MANAGEMENT caters to high-net-worth individuals, small business owners, and institutional investors, and operates on a fee-only compensation structure, aligning its interests with those of its clients. As an independently owned and operated firm, CLEAN YIELD ASSET MANAGEMENT prioritizes its fiduciary duty and maintains transparency with clients, disclosing any potential conflicts of interest. With a strict code of ethics and regular audits, clients can trust that the firm always acts in their best interests.