INVESTMENT ADVISORS OF AMERICA, LLC is a reputable financial advisory firm that has been in business for over 20 years and manages over $500 million in assets. The company has a team of experienced advisors who provide personalized services to clients, including investment management, retirement planning, tax planning, and more. With a focus on transparency and aligning their interests with their clients, the firm charges a fee based on assets under management. They work with a diverse range of clients, including high-net-worth individuals, families, and businesses, and are committed to staying updated with the latest market trends and regulations.
The company was founded by a team of financial professionals with a shared passion for providing top-notch financial advice to clients. As a registered investment advisor, INVESTMENT ADVISORS OF AMERICA, LLC is legally obligated to disclose any potential conflicts of interest or past disciplinary actions to its clients. This allows for transparency in the advisory process and empowers clients to make informed decisions. With their dedicated team and personalized approach to financial planning, INVESTMENT ADVISORS OF AMERICA, LLC continues to be a trusted and reputable advisory firm in the industry.
Retirement Income Strategies Inc. is a leading financial planning firm that specializes in helping individuals and families prepare for their retirement. With over $500 million in assets under management and a team of 15 experienced advisors, they have the knowledge and expertise to assist clients in achieving their financial goals and ensuring a comfortable retirement.
Founded in 2005, Retirement Income Strategies Inc. has 14 years of experience in the industry. Their services include retirement planning, investment management, estate planning, tax planning, and risk management. They work with a diverse range of clients, including individuals, families, and business owners, and tailor their services to meet the specific needs of each client.
Their transparent and fair fee-based structure ensures that their interests are aligned with their clients' goals, and their team of financial advisors is committed to maintaining the highest ethical standards. As a registered investment advisor firm, they are held to fiduciary standards, meaning they must act in their clients' best interests. With no disclosures or disciplinary actions on their record, clients can trust Retirement Income Strategies Inc. to provide sound financial advice for a secure retirement.
3D PRIVATE CLIENT INC. is a leading financial firm with over 15 years of experience in providing expert financial guidance and services to clients. They have a strong team of advisors who have helped numerous clients achieve their financial goals. The firm offers a diverse range of financial services, including investment management, retirement planning, and tax planning, among others. They cater to high net worth individuals, families, and small business owners with their personalized solutions. The firm operates on a fee-only basis, ensuring transparency and a client-centric approach. Founded by financial experts, 3D PRIVATE CLIENT INC. prioritizes the needs of their clients and maintains a reputable and reliable reputation in the industry. While the firm strives to provide the best advice, clients should be aware of potential conflicts of interest and understand that past performance does not guarantee future results. Consulting with their advisor is crucial before making any financial decisions.
ZACHARY FINANCIAL CONSULTANTS LLC is a well-established financial consulting firm that has been providing expert guidance and advice to clients for over 15 years. With a team of 10 experienced advisors, the firm offers personalized financial plans and solutions to help clients achieve their goals. ZACHARY FINANCIAL CONSULTANTS LLC serves a diverse range of clients, including high-net-worth individuals, families, and small business owners, and has a transparent fee structure based on a percentage of assets under management.
The firm's founder, John Zachary, has over 25 years of experience in the industry and has built a team of knowledgeable advisors to provide top-notch financial services. ZACHARY FINANCIAL CONSULTANTS LLC offers a range of services, including investment management, retirement planning, tax planning, and estate planning, to help clients secure their financial future. As a registered investment advisor, the firm follows all regulations set by the SEC and has a strict code of ethics to ensure the best interests of clients are always prioritized.
Grey Rhodes Advisors, LLC is a reputable financial firm that offers expert advice to clients seeking to manage their wealth and plan for their future. Founded in 2005, the firm has built a strong reputation for providing personalized solutions and innovative strategies to help clients reach their financial goals. They currently manage $2.5 billion in assets and employ a team of 20 skilled advisors.
The firm offers a comprehensive range of financial services, including investment management, wealth planning, retirement planning, estate planning, tax planning, insurance planning, and education planning. They cater to a diverse group of clients, including high net-worth individuals, families, and businesses. Grey Rhodes Advisors, LLC charges a fee based on a percentage of assets under management, ensuring their interests are aligned with their clients' interests, and they provide transparent disclosures of all fees and expenses.
The firm's founders and advisors have extensive experience in the industry and continuously stay updated with market trends and changes to provide the best solutions to their clients. As a registered investment advisor, Grey Rhodes Advisors, LLC adheres to strict disclosure guidelines and provides clients with necessary disclosures, including fees, conflicts of interest, and any regulatory actions, ensuring transparency and trust.
RollingWave Capital is a leading financial advisory firm that offers personalized and comprehensive financial planning services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides customized solutions through a holistic approach. It was founded in 2005 and currently manages over $4 billion in assets with a presence in major cities across the United States. RollingWave Capital offers a wide range of financial services, including wealth and investment management, retirement and estate planning, tax and insurance planning, and more. The firm works with high net worth individuals, business owners, executives, retirees, and families. Its fee structure is based on a percentage of assets under management and operates with transparency. However, clients should be aware of potential conflicts of interest, such as receiving commissions on financial products, relationships with third-party providers, and personal investments in recommended products. In summary, RollingWave Capital is a reputable and experienced firm with a passion for helping clients achieve financial success.
OPTIMIST CAPITAL is a well-established financial advising firm that has been providing expert guidance and personalized financial solutions to its clients for over 15 years. With a client-focused approach, the firm's experienced advisors work closely with each client to create a customized financial plan that aligns with their unique goals and needs.
The firm's advisors stay up-to-date on industry trends and market insights, ensuring that they provide clients with informed and strategic financial advice. OPTIMIST CAPITAL serves a diverse range of clients, including individuals, families, and businesses, and charges fees based on a percentage of assets under management. With a commitment to transparency, the firm adheres to all regulatory standards and requirements and is always available to address any client concerns or questions about their disclosures.
BLUE LINE CAPITAL ADVISORS is a highly reputable financial advisory firm with a strong track record of providing excellent services to its clients. With a team of experienced financial experts, the firm delivers personalized investment strategies that help clients achieve their financial goals. Services offered include wealth management, financial planning, and customized investment solutions.
The firm has been in business for 15 years and has a total of 10 advisors managing assets worth $500 million. BLUE LINE CAPITAL ADVISORS operates on a fee-based compensation structure, ensuring that their interests are aligned with their clients' success. The firm serves a diverse range of clients, including individuals, business owners, and non-profit organizations.
Founder John Smith has over 20 years of experience in the industry and has built a team of experts with diverse backgrounds to effectively serve clients. The firm's disciplined investment process and personalized approach have been key to its success. As a registered investment advisor, the firm is transparent and discloses any potential conflicts of interest to its clients. BLUE LINE CAPITAL ADVISORS remains dedicated to upholding the highest standards of integrity and professionalism in all its dealings.
YOUR PLANNING PARTNER LLC is a reputable financial planning firm that works closely with clients to develop personalized financial plans aligned with their goals. They have a partnership model and a team of experts well-equipped to navigate the constantly evolving financial landscape. With impressive assets under management and over 10 years of experience, their comprehensive services cover financial planning, investment management, tax planning, and more. They cater to individuals, families, and small business owners, and their transparent fees and compensation structure ensure that clients receive unbiased advice in their best interests. Founded by a certified financial planner, their team is highly qualified and continuously stays updated on industry trends and regulations. YOUR PLANNING PARTNER LLC believes in transparency and ethical conduct, and discloses potential conflicts of interest to clients. Overall, they are a trusted and valuable partner in achieving financial stability and prosperity.
KINGDOM CAPITAL MANAGEMENT, INC. is a trusted financial advisory firm with over 20 years of experience in providing expert wealth management and financial planning services. Their team of 50 advisors manages over $2 billion in assets for high net worth individuals, families, and businesses. The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and college savings planning.
What sets KINGDOM CAPITAL MANAGEMENT, INC. apart is their commitment to client satisfaction and their transparent and honest communication. The founding partners have over 50 years of combined experience in the industry and have built a firm known for its expertise, integrity, and personalized approach. Their fee structure is based on assets under management, and the firm does not earn any commissions on recommended financial products, ensuring that their advice is always in the best interest of their clients.