About BROOKSIDE FINANCIAL ADVISORS, LLC
BROOKSIDE FINANCIAL ADVISORS, LLC is a financial consulting firm that provides personalized and comprehensive financial planning and investment management services to clients. Established in 2001, the firm has over 20 years of experience and manages over $250 million in assets. With a team of experienced and knowledgeable advisors, BROOKSIDE FINANCIAL ADVISORS, LLC is a trusted partner for individuals and families looking for expert guidance on their financial decisions.
BROOKSIDE FINANCIAL ADVISORS, LLC offers a range of financial services, including financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning. Their clients include high-net-worth individuals, families, retirees, small business owners, and professionals. The firm operates on a fee-only basis, ensuring their interests align with their clients' success. They are committed to transparency and fully disclose any fees or compensation to clients.
The firm was founded by John Smith, who has over 30 years of experience in the financial industry and is certified as a CFP, CFA, and CPA. BROOKSIDE FINANCIAL ADVISORS, LLC is held to the fiduciary standard, meaning they must act in the best interests of their clients. Clients can trust that they will receive unbiased and honest advice from the advisors at BROOKSIDE FINANCIAL ADVISORS, LLC.
Independence Capital Co., Inc. is a reputable financial advisor that offers comprehensive investment management and financial planning services to individuals and businesses. With a focus on personalized and unbiased advice, Independence Capital Co., Inc. helps clients reach their financial goals through expert investment strategies and financial planning solutions.
With over 25 years of experience in the financial services industry, Independence Capital Co., Inc. has built a strong reputation for integrity, transparency, and superior client service. They serve a diverse range of clients, including high-net-worth individuals, families, and small business owners, and tailor their services to meet their specific needs and goals.
Independence Capital Co., Inc. provides a wide range of financial services, such as investment management, financial planning, retirement planning, tax planning, and estate planning. They take a holistic approach to financial planning and work collaboratively with clients' other advisors to develop a comprehensive and coordinated financial strategy.
Their fee-only structure ensures that their advice is always in the best interest of their clients, and fees are fully disclosed upfront. Founded by an experienced Certified Financial Planner™ professional, Independence Capital Co., Inc. is committed to providing transparent and timely communication to their clients, and upholds a strict code of ethics to ensure their clients' needs come first. With a strong dedication to personalized and unbiased advice, Independence Capital Co., Inc. is a reliable and trusted partner for clients on their financial journey.