REAGAN FINANCIAL PLANNING LLC is a highly trusted and experienced financial advisor, helping clients achieve their financial goals through personalized and expert guidance. With over 10 years in business and assets under management of over $100 million, the firm has a proven track record of success. They offer a comprehensive range of financial services, including investment management, retirement planning, and estate planning, to meet the diverse needs of their clients. Operating on a fee-based model, the firm is incentivized to help grow their clients' investments and maintain transparency in their fees and compensation structure. REAGAN FINANCIAL PLANNING LLC was founded by John Reagan, a highly experienced financial advisor, and upheld their mission to help clients achieve financial security. As a registered investment advisor, the firm is committed to adhering to strict regulations and making necessary disclosures, ensuring the highest ethical standards in all aspects of their business.
Dushane Management, Inc. is a highly reputable and experienced financial advisory firm that provides personalized and comprehensive financial services to their clients. With over 15 years in the industry, their team of skilled professionals has a deep understanding of the financial market and is dedicated to helping clients achieve their financial goals. They have a clean record and prioritize transparency in their fee structure, which is based on a percentage of assets under management. Their founder, John Dushane, is a Certified Financial Planner (CFP) and Certified Public Accountant (CPA) with over 25 years of experience. Dushane Management, Inc. offers a wide range of financial services, including investment and wealth management, retirement and estate planning, tax and insurance planning. They cater to high net worth individuals, families, and small businesses, tailoring their services to meet each client's unique needs. Before working with a financial advisor, it is essential to understand their background, qualifications, and any potential conflicts of interest. Dushane Management, Inc. has a clean record and prioritizes transparency, making them a trusted and reliable financial advisor for individuals and businesses seeking financial guidance.
Allen Financial Management is an established financial advisory firm, with over 15 years of experience in the industry. They have $500 million in assets under management and a team of 10 experienced financial advisors, providing personalized guidance and support to high-net-worth individuals, small to medium-sized businesses, and corporate clients.
The firm offers a wide range of financial services, including investment management, retirement planning, wealth management, estate planning, tax planning, and insurance planning. They earn their fees based on a percentage of their clients' assets under management, aligning their interests with their clients' success.
Founder Emily Allen founded the firm in 2005, with a strong focus on providing personalized financial advice and building a trustworthy reputation for the firm. As a registered investment advisor, they are transparent about any potential conflicts of interest and ensure that their clients are fully aware before providing services.
OXFORD INVESTMENT ADVISORS is a highly reputable financial firm that has been providing their clients with personalized wealth management services for over 20 years. With an estimated $1.5 billion in assets under management and a team of 15 experienced advisors, the firm has a proven track record of success. They offer a comprehensive range of services, including investment management, retirement planning, estate planning, tax planning, and insurance and risk management. These services cater to a diverse client base, including high net worth individuals, business owners, retirees, and institutional investors. The firm operates on a fee-only structure, eliminating potential conflicts of interest and ensuring that their clients' best interests are always prioritized. Their team of advisors has impressive backgrounds, with advanced degrees and industry certifications. As a registered investment advisor, OXFORD INVESTMENT ADVISORS is held to strict regulatory guidelines and must disclose any potential conflicts of interest and disciplinary actions. With their commitment to transparency and personalized approach to financial planning, clients can trust in the expertise and integrity of OXFORD INVESTMENT ADVISORS.
Oxford Asset Management is a top financial management firm that has been providing expert advice and guidance to its clients for over 20 years. With a team of over 50 advisors and billions of dollars in assets under management, the firm has a proven track record of success and a deep understanding of the financial markets. Their diverse range of services includes investment management, retirement planning, tax planning, estate planning, and risk management. The firm caters to a wide range of clients including high-net-worth individuals, small business owners, and institutional investors, and works closely with each client to develop customized solutions that meet their unique financial needs and goals.
Oxford Asset Management operates on a fee-based model, transparently disclosing all charges to its clients. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest and takes its fiduciary duty seriously. Founded in 1999, the firm has built a reputation for providing superior financial guidance and maintaining full transparency with its clients. With a client-centric approach and a commitment to excellence, Oxford Asset Management continues to be a leading player in the financial management industry.