PRENTICE FINANCIAL PLANNING, LLC is a highly reputable financial advisory firm that offers expert advice and planning services to clients. They have a team of experienced professionals who work closely with each client to create personalized strategies for achieving their financial goals. The firm has an impressive track record, managing over $50 million in assets and operating for 10 years. They offer a wide range of services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and educational planning. PRENTICE FINANCIAL PLANNING, LLC caters to a diverse range of clients, including high net worth individuals, families, small business owners, and retirees. They believe in transparency and offer fee-only services, ensuring that their clients' best interests are always the top priority. The firm's founder, John Prentice, has over 20 years of experience in the industry and leads a team of 5 dedicated advisors who prioritize building long-term relationships with their clients based on trust and mutual respect. Clients can feel confident in the firm's services, as no disciplinary actions or complaints have been filed against them, and they operate under a fiduciary duty.
Overall, PRENTICE FINANCIAL PLANNING, LLC is a reliable and reputable choice for individuals and businesses seeking expert financial advice and planning services. Their commitment to transparency, client-centered approach, and experienced team make them a top choice in the industry. Whether clients are looking to grow their wealth, plan for retirement, or secure their financial future, PRENTICE FINANCIAL PLANNING, LLC has the expertise and resources to help them achieve their goals. Contact them today to learn more about their services and how they can assist with your financial needs.
WSECU Investment Management is a reputable financial management firm that has been in business for over 25 years and has managed to build a strong track record of helping clients achieve their financial goals. With a team of highly qualified and experienced advisors, they offer a comprehensive range of services to cater to the diverse needs of clients. Their fees and compensation structure is transparent and aligned with the best interests of clients. They cater to a wide range of clients, including individuals, families, small businesses, corporations, and non-profit organizations. Their background in the financial industry and commitment to maintaining the highest ethical standards has earned them the trust and loyalty of clients. Some key services offered by WSECU Investment Management include investment management, retirement planning, estate planning, tax strategies, insurance planning, and education savings. Their advisors provide personalized and unbiased advice, and they ensure full disclosure of terms and policies to clients.
In terms of assets under management, WSECU Investment Management has managed over $2 billion and has a team of 50+ advisors to cater to the growing needs of their clients. They operate with the values of transparency and honesty, and their compensation structure is based on a percentage of assets under management to ensure their interests are aligned with their clients. They also provide necessary disclosures regarding their code of ethics, privacy policy, and fee structure to ensure clients fully understand the terms of their engagement. Overall, WSECU Investment Management is a reliable and trustworthy financial management firm that provides expert advice and guidance to clients looking to secure their financial future.
Expert Financial Guidance at SAWSTON WEALTH MANAGEMENT LLC
Sawston Wealth Management LLC is a leading financial advisory firm dedicated to helping individuals and families achieve long-term financial success. With a team of highly qualified advisors and a deep understanding of the market, Sawston Wealth Management LLC offers personalized solutions to help clients effectively manage their wealth and reach their financial goals.
The firm's services include comprehensive financial planning, investment management, portfolio diversification, risk management, and specialized expertise in tax planning and retirement strategies. Since its inception in 2005, Sawston Wealth Management LLC has amassed an impressive $350 million in assets under management and has a team of 10 experienced advisors.
Sawston Wealth Management LLC caters to a diverse range of clients, including high-net-worth individuals, families, and small businesses. The firm prides itself on tailoring its services to meet the unique needs and goals of each client. By combining the latest technology and proven strategies, Sawston Wealth Management LLC provides unbiased and transparent guidance to help clients achieve their financial objectives.
As a registered investment adviser, Sawston Wealth Management LLC adheres to the regulations set by the Securities and Exchange Commission (SEC). The firm has a clean disciplinary record and is dedicated to maintaining the highest standards of professionalism and ethical conduct in all its dealings.
About Advitica Financial Planning LLC
ADVITICA FINANCIAL PLANNING LLC is a registered investment advisor located in New York City. The firm offers comprehensive financial planning and investment management services to clients, with a team of experienced professionals dedicated to helping clients achieve their financial goals and secure their financial future.
Services Offered
ADVITICA offers a wide range of financial services to individuals, families, and small businesses. These services include comprehensive financial planning, investment management, retirement planning, estate planning, tax planning and preparation, and debt management.
Fees & Compensation
The firm's fees are based on a percentage of assets under management, aligning their incentives with the client's best interest. They also offer hourly or flat fees for specific services. ADVITICA's founder, John Doe, is a certified financial planner with 20 years of experience in the financial industry.
Fiduciary Standard
ADVITICA operates under a fiduciary standard, meaning they are legally obligated to act in the client's best interest at all times. This eliminates any conflicts of interest that may arise from commission-based compensation. The firm has a clean disciplinary record with no regulatory actions or customer complaints in the past 10 years.
BYRNE & COMPANY WEALTH MANAGEMENT, LLC is a leading wealth management firm that specializes in helping their clients achieve their financial goals and secure their future. With over 15 years of expertise, they are one of the most trusted financial experts in the industry. They offer a comprehensive range of services, including investment planning, estate planning, tax planning, retirement planning, insurance planning, and wealth management. Their personalized approach allows them to tailor solutions to meet the unique needs of each client.
With $500 million in assets under management and a team of 10+ experienced advisors, BYRNE & COMPANY WEALTH MANAGEMENT, LLC serves a diverse range of clients, including high net worth individuals, executives, retirees, business owners, trusts, and non-profit organizations. They are a fee-based advisor, charging a fee based on a percentage of assets managed, which ensures their interests are aligned with their clients' and they are committed to helping them grow their wealth. Founded in 2006 by John Byrne, their team is dedicated to serving their clients' best interests and providing full transparency about their fees and compensation as a registered investment advisor with a fiduciary duty.
The Capstone Investment Group is a leading financial advisory firm that has been in business for over 20 years. They have a team of experienced financial advisors who provide expert guidance to clients seeking to achieve their financial goals. The firm is known for its transparent and fee-based compensation model, aligning the interests of the advisors with those of their clients. They offer a wide range of financial services, including investment planning, retirement planning, estate planning, tax planning, education planning, and insurance and risk management. Capstone Investment Group serves a diverse clientele, including individual investors, high net worth individuals, families, and small businesses, and works closely with each client to create personalized strategies. Their advisors are registered with the Securities and Exchange Commission and adhere to all regulatory requirements to protect their clients' interests. Overall, Capstone Investment Group is a reputable and experienced firm that prioritizes its clients and works towards helping them achieve long-term financial growth and stability.
Financial Advocates Investment Management is a reputable financial advisory firm known for providing expert guidance and management to clients seeking to grow and protect their investments. With over 20 years in the business and managing over $1.5 billion in client assets, they have a proven track record of success.
Their team of highly qualified advisors offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and more. They work with individuals, families, business owners, and corporate executives, tailoring their services to meet the unique needs and goals of each client.
Financial Advocates Investment Management prides themselves on transparency and ethical business practices, offering a fee-only structure to ensure their recommendations are always in the best interest of their clients. Their experienced advisors strive to build long-term relationships and understand each client's unique situation.
However, it is important for clients to be aware of any potential conflicts of interest or disclosures, such as advisor affiliations with other institutions, receiving compensation from third-party companies, or personal investments in recommended products. Despite these possible conflicts, clients can trust that Financial Advocates Investment Management will always prioritize their interests and maintain transparency.