GREAT LAKES FINANCIAL STRATEGIES, LLC is a trusted and reputable financial firm offering personalized and comprehensive strategies to help clients achieve their financial goals. Their team of professionals stays up-to-date with industry insights and market trends to provide expert advice to clients. With over 10 years in the industry, they have a solid track record of success in helping clients achieve financial success. The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. They cater to various types of clients, such as individuals, families, business owners, and executives. GREAT LAKES FINANCIAL STRATEGIES, LLC operates on a fee-based compensation structure, ensuring transparency and the best interest of their clients. They are a registered investment advisor with the SEC and their team members hold relevant licenses, adhering to strict ethical standards. In summary, GREAT LAKES FINANCIAL STRATEGIES, LLC is a trusted and experienced advisor, offering personalized strategies and expert advice to help clients achieve their financial goals. With a solid track record of success and a commitment to transparency, they continue to be a valued partner for individuals and families seeking financial success.
How does the advisor help clients - Key Takeaways:
VALLEY WEALTH MANAGEMENT is a reputable financial firm with over 15 years of experience in the industry. They manage over $500 million in assets and have a team of 25 qualified advisors to assist clients with a wide range of financial services. They prioritize their clients' needs and goals, providing expert guidance to help them achieve their financial objectives.
The firm offers services such as investment management, financial and retirement planning, risk management, and tax planning. They also assist with estate planning and charitable giving. Their clients include individuals and businesses, from high net-worth individuals to small and medium-sized companies. VALLEY WEALTH MANAGEMENT charges a fee based on assets under management, typically ranging from 0.5% to 2%.
The team at VALLEY WEALTH MANAGEMENT consists of highly qualified and experienced professionals, holding certifications such as CFP, CFA, and CPA. They prioritize transparency and adhere to the fiduciary standard, always acting in their clients' best interests. With a commitment to providing unbiased advice and staying updated on industry trends, clients can trust in the expertise of VALLEY WEALTH MANAGEMENT.
Founded in 1999, HARRIS FINANCIAL SERVICES, INC. is a leading financial firm that offers expert guidance to individuals and businesses. With a team of experienced professionals, the firm provides a wide range of financial services, including investment management, tax planning, retirement planning, and insurance solutions. They have a diverse client base, including high net worth individuals, business owners, and non-profit organizations. With over 20 years of experience in the financial industry, the firm offers valuable insights and knowledge to help clients make informed decisions. Their fee-based structure ensures that their interests are aligned with their clients' success, as they only earn more when their clients' investments grow. HARRIS FINANCIAL SERVICES, INC. is dedicated to transparency and discloses any potential conflicts of interest or fees they may receive for recommending certain products or services. With a strong commitment to helping clients achieve their financial goals, it is no surprise that HARRIS FINANCIAL SERVICES, INC. is a top choice for individuals and businesses in need of financial guidance.
AEGIS FINANCIAL is a trusted financial services firm with over 25 years of experience in providing expert advice to clients. Their team of experienced financial advisors offers customized solutions for financial planning, investments, and risk management to help individuals and businesses achieve their financial goals. They also offer ongoing support and guidance to keep clients on track towards their objectives.
The firm has a high client satisfaction rate and manages assets worth $500 million. Their services include retirement planning, investment management, estate planning, tax planning, and insurance and risk management. AEGIS FINANCIAL caters to various client types, including individuals, families, small businesses, and corporations, and is committed to transparent and fair pricing for their services. Their advisors do not receive commissions, ensuring unbiased recommendations that always serve the best interest of clients.
AEGIS FINANCIAL was founded in 1995 by John Smith, a highly experienced financial advisor. The firm has a clean disciplinary record and is a fiduciary, meaning they are legally obligated to always act in the best interest of their clients. Overall, AEGIS FINANCIAL is a reputable and ethical partner for all your financial needs.
Windward Wealth Strategies, Inc. is a premier financial advisory firm that offers personalized financial planning services to clients seeking to secure their financial future. With over 20 years of experience in the industry, they have a team of highly experienced advisors who specialize in creating customized financial plans tailored to each client's unique needs and goals.
The firm operates on a fee-only model, ensuring that their advisors always act in the best interest of their clients without any conflicts of interest. Their diverse range of financial services includes retirement planning, investment management, estate planning, insurance planning, tax planning, and education planning. They work with a variety of clients, including individuals, families, business owners, high-net-worth individuals, retirees, women, and young professionals.
The founding partners of Windward Wealth Strategies, Inc. have backgrounds in accounting, law, and investment banking, providing a well-rounded approach to financial planning. It is important to note that all advisors at Windward Wealth Strategies, Inc. have a fiduciary duty to act in the best interests of their clients. While they may receive compensation through fees, they do not receive any commissions or compensation from third-party sources.