BERTRAND INVESTMENT STRATEGIES, L.L.C. is a reputable financial firm with over 15 years of experience in providing personalized and expert financial advice to individuals, high net worth individuals, businesses, and non-profit organizations. Their team of 10 experienced advisors has a wide range of expertise in areas such as retirement planning, investment management, estate planning, tax planning, insurance planning, and education planning. The firm manages over $500 million in assets and follows a transparent fee structure with fees typically around 1% of assets under management. Their advisors are primarily compensated through fees and do not earn commissions for selling specific financial products, ensuring that their clients' best interests are always prioritized. BERTRAND INVESTMENT STRATEGIES, L.L.C. is a registered investment advisor and prides itself on its strong financial principles and commitment to providing exceptional services to clients.
Rogers Financial Inc. is a top financial firm with over 20 years of experience in providing expert financial advice to clients. Their team of over 50 advisors offers a personalized approach to financial planning and a wide range of services to cater to clients' unique needs. They prioritize helping clients achieve their financial goals through transparent and ethical practices.
With assets under management of $500 million, Rogers Financial Inc. has a proven track record of success. Their services include investment management, retirement planning, tax planning, estate planning, and insurance services. They cater to individuals, families, and businesses, understanding that each client has specific financial needs and goals. Their fee structure is based on a percentage of assets under management and is fully disclosed to clients before any services are provided.
The team at Rogers Financial Inc. has decades of combined experience and is committed to upholding the highest ethical standards. They comply with all regulatory requirements and provide necessary disclosures to clients. Their focus is on providing the best possible service at a fair and reasonable cost, always keeping the best interests of clients in mind.
VICTORUM CAPITAL MANAGEMENT, LLC is a reliable financial management firm dedicated to helping clients achieve their financial objectives. With a team of experienced professionals, the firm provides personalized investment strategies and expert financial advice to assist clients in navigating the ever-changing financial landscape.
With years of experience in the industry, VICTORUM CAPITAL MANAGEMENT, LLC remains up-to-date with market trends and adjusts strategies accordingly to maximize returns. They prioritize long-term growth and wealth preservation, ensuring their clients' financial security.
The firm offers a range of financial services, including investment management, retirement planning, estate planning, tax planning, education planning, and risk management. They serve a diverse client base, including high-net-worth individuals, pre-retirees, retirees, business owners, young professionals, and families.
VICTORUM CAPITAL MANAGEMENT, LLC operates on a fee-only approach, meaning they are solely compensated through fees charged to clients, eliminating any conflicts of interest. The firm values transparency and encourages clients to review their advisors' disclosures on the Securities and Exchange Commission's Investment Adviser Public Disclosure website.
Founded by a team of experienced financial professionals, VICTORUM CAPITAL MANAGEMENT, LLC prioritizes ongoing education to deliver top-notch services to clients. Their team is dedicated to transparency and helping clients achieve their financial goals.
Everson Wealth Management LLC is a financial advisory firm that helps individuals and businesses achieve their financial goals through personalized and comprehensive wealth management services. With a team of experienced advisors and a strong commitment to customer service, the firm has established itself as a go-to choice for expert financial advice.
The firm offers a range of services including investment management, retirement planning, estate planning, tax planning, and risk management. They work with a diverse range of clients and follow a fee-based structure where their compensation is tied to the performance of their clients' investments, ensuring their interests are aligned.
Founded in 2005 by John Everson, a highly skilled and experienced financial advisor, the firm is based in New York City and has a team of advisors with diverse backgrounds and expertise. As a registered investment advisor, Everson Wealth Management LLC has a fiduciary duty to act in the best interests of their clients, and they maintain transparency and full disclosure in all their dealings. The firm also has a strict code of ethics and regularly undergoes audits to ensure compliance with industry regulations.
THOMASON FINANCIAL, LLC is a well-established financial advisory firm that has been providing personalized financial guidance and solutions for over 15 years. With a high satisfaction rate among clients, the firm assists in setting financial goals, educating on financial management, and regularly monitoring and updating financial plans. With $100 million in assets under management, THOMASON FINANCIAL, LLC has a team of 5 qualified advisors who offer a range of services including financial planning, investment management, and tax planning. They serve a diverse clientele of individuals, families, business owners, and high net worth individuals. THOMASON FINANCIAL, LLC follows a transparent fee-based compensation model based on a percentage of assets under management. The founder, John Thomason, has over 20 years of experience in the financial industry and is dedicated to helping clients achieve financial stability. Potential clients can refer to THOMASON FINANCIAL, LLC's Form ADV for any relevant disclosures or potential conflicts of interest.
As a registered investment advisory firm, THOMASON FINANCIAL, LLC is committed to providing transparent and reliable services for their clients. The firm is known for its personalized approach to financial planning and has a high satisfaction rate among its diverse clientele. With $100 million in assets under management and a team of 5 qualified advisors, THOMASON FINANCIAL, LLC offers a range of services including financial planning, investment management, tax planning, retirement planning, estate planning, and insurance solutions. The founder, John Thomason, is a highly experienced financial advisor with a Bachelor's degree in Finance and a Certified Financial Planner designation. Clients can refer to THOMASON FINANCIAL, LLC's Form ADV for any relevant disclosures or potential conflicts of interest before entering into an advisory relationship.
CORTADO VENTURES MANAGEMENT, LLC is a well-established financial management firm with over 10 years of experience. Their team of knowledgeable advisors offers a range of services such as investment management, financial planning, retirement planning, and wealth management to help clients achieve their financial goals. They take a personalized approach to develop customized investment strategies based on each client's unique needs and risk tolerance. With a data-driven approach, the firm has a successful track record of delivering strong investment returns for its clients. As of 2020, they manage over $500 million in assets and have a high client retention rate of over 95%.
The firm serves a diverse range of clients, including high-net-worth individuals, families, and institutions and their fees are transparent and competitive. They operate on a fee-only basis, ensuring that their advisors act in the best interest of their clients without any potential conflicts of interest. CORTADO VENTURES MANAGEMENT, LLC was founded in 2008 by a team of financial experts and has grown to become a leading financial management firm with a strong reputation for excellent service and results. In conclusion, CORTADO VENTURES MANAGEMENT, LLC is a reputable and trusted firm that can help clients grow and protect their wealth with their experienced advisors, personalized approach, and ethical standards.
Haller Management, LLC is a financial management firm founded by John Haller in 2005. With a team of experienced advisors, the firm provides expert advice and personalized solutions for clients' financial needs. They offer a range of services, including retirement planning, investment management, and tax planning. Their fees are transparent and based on a percentage of the client's assets under management. John Haller has over 25 years of experience and holds certifications such as a Certified Financial Planner and a Chartered Financial Analyst. As a Registered Investment Advisor, the firm discloses any potential conflicts of interest, ensuring trust and transparency with clients.
SPICER RETIREMENT ADVISORS, LLC is a leading financial advisory firm with over 20 years of experience in providing customized financial solutions to their clients. Their team of highly qualified advisors offers a wide range of services, including retirement planning, investment management, tax planning, and estate planning. They take a comprehensive approach to financial planning and regularly review and adjust their clients' plans to keep them on track to reach their goals. With $500 million in assets under management and a transparent fee structure, clients trust and value their services. As a registered investment advisory firm, they are committed to transparency and disclose any potential conflicts of interest. Partner with SPICER RETIREMENT ADVISORS, LLC for personalized and trustworthy financial guidance towards a secure future.