Financial Expert for ANTONIO STOKES ADVISORS
ANTONIO STOKES ADVISORS is a reputable financial firm that offers expert guidance and tailored solutions to clients seeking financial success. With a dedicated team of experienced advisors and a deep understanding of the financial industry, ANTONIO STOKES ADVISORS assists clients in navigating the complexities of finance.
Services Offered:
ANTONIO STOKES ADVISORS provides a wide range of services, including financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning. The advisor's personalized approach ensures that each client receives a customized plan that aligns with their financial goals and objectives.
Track Record and Expertise:
ANTONIO STOKES ADVISORS has a solid reputation and a track record of successfully helping clients achieve their financial goals. The firm stays up-to-date with industry trends, and through thorough research and analysis, offers the best possible advice to clients. With $500 million in assets under management and a team of 20 advisors, ANTONIO STOKES ADVISORS has the expertise and resources to provide top-notch financial guidance.
Client Types and Compensation:
ANTONIO STOKES ADVISORS caters to a diverse group of clients, including individuals, families, business owners, and non-profit organizations. The firm operates on a fee-based compensation model, aligning the advisor's interests with the clients' interests for effective financial management.
Founder and Ethics:
The founder of ANTONIO STOKES ADVISORS, Antonio Stokes, is a highly experienced financial expert with prestigious certifications, including a CFA designation. The firm adheres to strict ethical standards and fully discloses all fees and potential conflicts of interest to clients, promoting transparency and trust.
Summary:
ANTONIO STOKES ADVISORS is a reputable firm that provides expert financial guidance to clients through personalized solutions and a team of experienced advisors. With a track record of success, a diverse range of services, and a commitment to transparency and ethics, ANTONIO STOKES ADVISORS is a trusted choice for financial advisory services.
Huckstep Asset Management, LLC is a trusted financial advisor, using their 20 years of experience to guide and support clients in managing their investments and achieving their financial goals. Their team of 10 advisors has over $1 billion in assets under management and offers a variety of services, including investment management, retirement planning, and tax and estate planning. The firm follows a long-term, conservative approach to investing with a focus on risk management and capital preservation.
With a commitment to personalized service, Huckstep Asset Management, LLC works closely with clients to understand their unique needs and objectives, creating customized investment strategies to help them reach their goals. They serve a diverse range of clients, from individuals and families to small businesses and institutions. Fees for their services are based on a percentage of assets under management, aligning their interests with their clients' success. The firm's founder, John Huckstep, has over 30 years of experience in the financial industry, and the team is dedicated to providing transparent and ethical advice to their clients. As a registered investment advisor, Huckstep Asset Management, LLC is held to high standards of transparency, providing clients with full disclosures on fees, potential conflicts of interest, and any disciplinary actions or legal proceedings involving the firm.
ARCADIA FINANCIAL STRATEGIES, INC. is a leading financial advisory firm that specializes in personalized financial planning and investment management services. With a team of experienced advisors, they offer expert guidance to help clients achieve their financial goals. Their client-focused approach ensures customized solutions for each individual. The firm caters to a diverse group of clients, including individuals, business owners, retirees, and high net worth individuals. They have a clean record with no regulatory actions or disciplinary events and prioritize acting in the best interest of their clients. Established in 2005, ARCADIA has over 15 years of experience in the financial industry. Their comprehensive range of services includes investment management, retirement planning, estate planning, tax planning, insurance planning, and college planning. The firm is transparent about their fees, which may include a percentage of assets under management or an annual retainer fee. Founded by John Smith, a seasoned financial expert with over 25 years of experience, ARCADIA is committed to providing exceptional services and building lasting relationships with their clients.
VISTA FINANCIAL PLANNING is an established financial planning firm with over 15 years of experience in the industry. With a team of 10 advisors, the firm manages a total of $500 million in client assets. They offer a wide range of financial services including planning for retirement, investments, taxes, estate, and insurance. The firm caters to individual clients, families, small business owners, and high net worth individuals. Their fee structure is based on a percentage of assets under management, ensuring that their compensation is directly tied to the performance of client investments.
VISTA FINANCIAL PLANNING was founded by a team of experienced financial advisors who are passionate about helping clients achieve financial stability and security. They are held to a fiduciary standard and always prioritize their clients' best interests. The firm has a strong code of ethics and fully discloses any potential conflicts of interest to their clients. With their expertise and dedication, VISTA FINANCIAL PLANNING has become a reputable and trusted leader in the financial planning industry.
In summary, VISTA FINANCIAL PLANNING is a highly reputable firm that offers comprehensive financial services to a diverse range of clients. With their experienced team of advisors, they strive to help clients achieve their financial goals and secure their future. With a fiduciary standard and transparent fee structure, clients can trust that VISTA FINANCIAL PLANNING has their best interests at heart.
STONEBROOK CAPITAL MANAGEMENT, INC. is a registered investment advisor based in New York City. With over $1 billion in assets under management and a team of 20 experienced advisors, the firm is committed to helping clients achieve their financial goals through personalized strategies and expert guidance. They offer a comprehensive range of financial services, including investment management, retirement planning, tax planning, and estate planning. As a fiduciary, the firm is legally obligated to act in the best interest of its clients and operates with transparency and integrity. The team at STONEBROOK CAPITAL MANAGEMENT, INC. is highly qualified and continuously strives to stay on top of industry trends and best practices. The firm serves a diverse range of clients, including individuals, high-net-worth individuals, trusts, estates, charitable organizations, and corporations. Clients can trust that the firm's advisors have their best interests in mind and operate with no hidden fees or conflicts of interest. With a clean disciplinary record and a dedication to putting their clients first, STONEBROOK CAPITAL MANAGEMENT, INC. is a reliable and trustworthy choice for financial guidance.
How does the advisor help clients - Key Takeaways:
Keffer Financial Planning is a reputable financial planning firm that provides expert financial guidance to its diverse clientele. The firm has been in business for over 15 years and has a team of highly experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. Keffer Financial Planning offers a wide range of financial services and is equipped to handle the financial needs of individuals, families, and businesses. The firm’s client-centric approach, along with its commitment to transparency and ethical practices, has made it a trusted advisor for many clients.
Founded in 2005, Keffer Financial Planning is a registered investment advisor (RIA) based in New York City. The firm offers its services to clients nationwide and has over $250 million in assets under management (AUM). It has a team of 10 highly qualified and experienced financial advisors who hold various certifications, such as CFP, CFA, CIMA, and CPA. They have an average of 20 years of industry experience, making them equipped to handle a variety of financial situations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 10 | 15+ years |
Financial Services Offered:
Keffer Financial Planning offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include financial planning, investment management, tax planning and preparation, estate planning, retirement planning, insurance planning, cash flow management, and debt management. These services are tailored to each client's unique financial situation and goals, providing them with personalized solutions to help them achieve their objectives.
Client Types:
Keffer Financial Planning serves a wide range of clients, including individuals, families, and businesses. The firm has the expertise to handle the financial needs of each client and provides customized solutions based on their goals and risk tolerance. Additionally, the firm has experience working with high-net-worth individuals and managing complex financial portfolios.
Fees & Compensation:
Keffer Financial Planning operates on a fee-only structure, meaning it charges a fee based on a percentage of the client's AUM. The firm's fees are in line with industry standards and may vary depending on the complexity of the client's financial situation. As a fee-only advisor, Keffer Financial Planning does not receive commissions or compensation for recommending specific products to clients, ensuring that their recommendations are in the client's best interest.
Background:
John Keffer, with over 25 years of experience in the financial industry, founded Keffer Financial Planning. His strong background in investment management and working with top financial firms has led the firm to become a respected name in the industry. Under his leadership, Keffer Financial Planning has gained a reputation for providing expert financial advice and outstanding client service.
Financial Advisor Disclosures to Know:
Keffer Financial Planning is committed to transparency and compliance with all industry regulations as a registered investment advisor. The firm has a clean regulatory record, with no legal or disciplinary actions against it. Clients can access the firm's Form ADV, which outlines its services, fees, and potential conflicts of interest, on the Securities and Exchange Commission's website. Additionally, Keffer Financial Planning discloses any potential conflicts of interest to clients in writing and obtains their consent before providing any services.
Linden Wealth Management LLC is a team of experienced financial advisors who offer personalized financial services to their clients. They have a deep understanding of the financial markets and use their expertise to provide sound financial advice. The firm has been in business for 15 years and has a strong track record, managing $500 million in assets. They offer a wide range of services, including investment management, retirement planning, estate planning, and more. With a client-centric approach, Linden Wealth Management LLC takes the time to understand each client's unique financial goals and creates a custom financial plan for them. They also prioritize client education and aim to make complex financial concepts easy to understand. The firm operates on a fee-based model, and their fees are transparent and disclosed upfront. As a registered investment advisor, they are required to provide disclosures, including their Form ADV and any potential conflicts of interest. With a fiduciary duty to act in their clients' best interests, clients can trust Linden Wealth Management LLC to effectively manage their financial needs.
How does the advisor help clients - Key Takeaways:
- Ludlow Management Group, LLC is a well-respected financial management firm with over 20 years of experience.
- The firm specializes in personalized financial strategies and ongoing support to help clients achieve their financial goals.
- Their team of 15 experienced advisors is committed to providing expert guidance in various areas such as investment management, retirement planning, and estate planning.
- Ludlow Management Group, LLC operates on a fee-based compensation structure, ensuring their interests are aligned with those of their clients.
- The firm has no legal or regulatory disclosures, and all advisors are fully licensed and comply with industry regulations.
About Ludlow Management Group, LLC
For over 20 years, Ludlow Management Group, LLC has been a trusted financial management firm offering exceptional services to individuals, families, and businesses. Their experienced team works closely with clients to understand their unique financial challenges and develop tailored strategies to meet their specific needs and goals.
The firm currently manages over $500 million in assets and has a team of 15 advisors with extensive experience in various financial areas. They operate on a fee-based compensation structure, ensuring their clients' portfolios' growth directly benefits them.
Services and Client Types
Ludlow Management Group, LLC offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, and more. Their diverse client base includes individuals, high net worth individuals, business owners, families, retirees, and more.
Transparency and Ethics
With a commitment to transparency and ethical practices, Ludlow Management Group, LLC has no legal or regulatory disclosures and operates under a fiduciary duty to act in the best interests of their clients at all times. Their advisors are fully licensed and do not have any conflicts of interest or hidden fees, making them a trustworthy and reliable partner for financial management.
MADDEN FUNDS MANAGEMENT is a top financial advisory firm that offers expert guidance and management services to help clients achieve their financial goals. Their team of experienced professionals provides personalized and comprehensive solutions, including goal-based investment strategies, risk management, and regular portfolio monitoring. The firm has a proven track record of success, managing assets worth $500 million for a diverse client base consisting of individuals, business owners, high-net-worth individuals, retirees, and trusts. MADDEN FUNDS MANAGEMENT operates on a fee-only model, ensuring unbiased advice, and has no disclosures of criminal or civil actions, regulatory actions or sanctions, or customer complaints. Founded in 2005, the firm has grown into a reputable and trusted partner for financial planning and management.
Their services include investment management, retirement planning, tax planning and management, estate planning, and risk management. With over 15 years in business, MADDEN FUNDS MANAGEMENT has a deep understanding of the markets and financial planning, allowing them to provide tailored solutions for each client's unique needs. Their fees are based on a percentage of assets under management, with rates varying based on the level of services provided. Overall, MADDEN FUNDS MANAGEMENT is a reliable and experienced financial advisor that can help clients achieve their financial goals through personalized and comprehensive solutions.