PRIMETIME WEALTH MANAGEMENT LLC is a reputable financial services firm that offers personalized wealth management solutions to their clients. With a team of experienced professionals and a commitment to quality service, the company has established itself as a trusted expert in the industry. With over 10 years of experience, PRIMETIME WEALTH MANAGEMENT LLC has a solid reputation for helping clients achieve their financial goals. Their personalized and comprehensive approach, along with their extensive knowledge and expertise, sets them apart from their competitors. The firm caters to a diverse range of clients, including high-net-worth individuals, families, and small businesses, from various industries such as healthcare, technology, and entertainment.
With $1 billion in assets under management and a team of 25 advisors, PRIMETIME WEALTH MANAGEMENT LLC has the resources and expertise to provide top-notch financial services. Their services include investment management, retirement planning, estate planning, tax planning, and insurance planning. The company charges a fee based on a percentage of assets under management, typically ranging from 1-2%, ensuring their interests are aligned with their clients' interests.
The founding partners of PRIMETIME WEALTH MANAGEMENT LLC have a combined experience of over 40 years in the financial services industry. They are highly qualified and have a proven track record of success in managing and growing their clients' wealth. The company has a clean record with no disciplinary actions or sanctions against them, and they have a conflict of interest policy in place to prioritize their clients' best interests.
J.R. Pluta Capital Management, Inc. is a reputable financial advisory firm with over 25 years of experience in the industry. Their team of knowledgeable advisors offers a range of financial services, including investment management, retirement planning, and estate planning, to help clients achieve their financial goals. They work with a variety of client types, including individuals, families, and businesses, and always take a personalized approach to financial management based on each client's unique needs and circumstances.
J.R. Pluta Capital Management, Inc. believes in transparency, disclosing all potential conflicts of interest and charging a fee based on assets under management. This ensures that their interests are aligned with the client's, as the more their assets grow, the more the advisor earns. With a strong track record of success and a high percentage of client retention, clients can trust in the expertise and dedication of J.R. Pluta Capital Management. Their firm manages over $500 million in assets and has 10 advisors on their team, led by founder John R. Pluta, who has over 30 years of experience in the industry.
J.R. Pluta Capital Management, Inc. has a clean disciplinary record and is committed to transparency, but it's important to review the firm's Form ADV for any potential disclosures, which can be requested or found on the SEC's website. Overall, J.R. Pluta Capital Management, Inc. is a reputable and reliable financial advisor that clients can rely on for valuable insights and personalized strategies to help them reach their financial goals.
Mark Andrew Paganelli is an experienced financial advisor with over 20 years in the industry. He manages over $100 million in assets and works alongside a team of advisors to provide personalized financial plans and strategies for his clients. He offers a wide range of services, including investment management, retirement planning, tax planning, and estate planning, to cater to the diverse needs of his clients. With a focus on building strong relationships and understanding individual needs, Mark is able to provide valuable insights and advice to help his clients achieve their financial goals. He charges a fee based on the assets under management and also offers hourly consulting services. Coming from a strong educational and professional background, Mark is committed to transparency and ensures that his clients understand any potential conflicts of interest. By continuously staying informed about the latest trends and developments in the financial industry, Mark is able to provide trusted guidance to his clients.
Lynnleigh & Company, LLC is a reputable financial firm that has been in the industry for over 15 years. With over $500 million in assets under management and a team of 10 experienced advisors, they provide expert advice and services to clients from various backgrounds and industries. Their services include investment management, retirement and tax planning, estate planning, and risk management. The firm follows a fee-based compensation structure, aligning their interests with clients' and ensuring they work towards the same goal. Their team has a strong background in finance and stays updated on market trends and regulations. They prioritize building long-term relationships with clients and always act in their best interest. As a registered SEC advisor, they have a fiduciary duty to provide accurate and transparent information and disclose any potential conflicts of interest. Lynnleigh & Company, LLC is committed to helping clients achieve their financial goals and providing personalized, expert guidance.
PRSPCTV CAPITAL LLC is a highly reputable financial advisory firm that has been helping clients achieve their financial goals for over 20 years. Their team of experienced advisors are dedicated to providing expert guidance and support for all of their clients' financial needs. With over $1 billion in assets under management, the firm has a proven track record of success in managing investments and follows a disciplined investment approach focused on long-term growth. They offer a wide range of financial services, including investment management, retirement planning, tax planning, and more. The firm caters to a diverse client base, including individuals, families, and businesses, with a specialization in serving high-net-worth and ultra-high-net-worth clients and institutions. PRSPCTV CAPITAL LLC operates on a fee-based compensation structure, aligning their interests with their clients' and ensuring a commitment to helping clients grow their investments. PRSPCTV CAPITAL LLC strives for transparency and ethical practices, and they have disclosures in place to keep clients informed. These disclosures cover potential conflicts of interest, third-party compensation, fees and expenses, legal or disciplinary events, and the firm's fiduciary responsibility in selecting investments that align with clients' best interests. Founded in 1999, the firm has grown to become one of the leading financial advisory firms in the country, with headquarters in New York City and offices in major financial centers across the United States. Overall, PRSPCTV CAPITAL LLC is a trustworthy and reliable financial advisor known for its personalized and transparent approach to helping clients achieve their financial goals.
KICKSTAND WEALTH ADVISORS: Your Expert Financial Partner
KICKSTAND WEALTH ADVISORS is a well-respected financial services firm that offers expert guidance and services to its clients. With a team of highly qualified advisors and over 15 years of experience, the firm is dedicated to helping clients achieve their financial goals and secure their future.
The firm's extensive experience and pool of 10 highly qualified advisors make them well-equipped to provide personalized and comprehensive financial services. They take a holistic approach to financial planning, offering services such as investment management, retirement planning, tax planning, risk management, and estate planning.
KICKSTAND WEALTH ADVISORS serves a diverse client base, including high-net-worth individuals, families, and businesses. They operate on a fee-based model, aligning their interests with their clients' by only profiting when their clients' assets grow. The firm is committed to transparency and always discloses all fees and compensation to their clients.
Background
KICKSTAND WEALTH ADVISORS was founded by John Smith, a highly experienced professional in the financial services industry. John and his team of advisors have a wealth of knowledge and experience, allowing them to provide top-notch financial guidance and services to their clients.
Ethics and transparency are at the core of KICKSTAND WEALTH ADVISORS' principles. They adhere to all regulatory guidelines and fully disclose any potential conflicts of interest to their clients. All advisors must follow a strict code of ethics to maintain the highest level of professionalism and integrity in their interactions with clients.
Queenbridge Capital, LLC is a reputable financial advisory firm with over 15 years of experience helping individuals, families, and businesses achieve their financial goals. The firm takes a personalized approach to financial planning, creating tailored plans for each client based on their unique needs and goals. They offer a range of services including investment management, retirement planning, estate planning, tax planning, education planning, and wealth management.
With a team of over 20 advisors, Queenbridge Capital, LLC has the knowledge and resources to guide clients through the ever-changing financial landscape. Their fee-based structure is transparent and fair, with fees based on a percentage of assets under management and disclosed upfront. The firm's advisors have extensive industry experience and expertise, with many holding certifications such as Certified Financial Planners (CFPs).
As a registered investment advisor, Queenbridge Capital, LLC is held to a fiduciary standard, ensuring they act in their clients' best interests. They have a clean regulatory and compliance record, with no reported disclosures. Queenbridge Capital, LLC is a trustworthy and reliable choice for individuals, families, and businesses looking to secure their financial future.
High Probability Advisors, LLC is a trustworthy and established financial advisory firm that assists clients in achieving their financial goals through expert financial advice. With years of experience and a team of knowledgeable advisors, the company offers tailored strategies to secure clients' financial future. The company's primary goal is to provide transparent and top-quality services to its clients, and it takes pride in its commitment to ethical standards and regulatory compliance.
High Probability Advisors, LLC serves a diverse clientele, including individuals, families, and businesses. They offer a range of financial services such as investment management, retirement planning, estate planning, tax planning, and insurance planning to cater to the varied needs of its clients. The company keeps its fee structure transparent and reasonable, striving to always put the clients' interests first.
The team at High Probability Advisors, LLC has an extensive background in the financial sector and is dedicated to providing personalized services to each client. The company is registered with the Securities and Exchange Commission (SEC) and provides full disclosure of any conflicts of interest, ensuring transparency and trust with their clients.
Overall, High Probability Advisors, LLC is a reputable and reliable financial advisory firm that prioritizes its clients' financial well-being and is committed to helping them reach their financial goals through expert financial advice and personalized services.
NEXUS CAPITAL, LLC is a reputable financial advisory firm that has been providing expert guidance and assistance to clients for over 15 years. With a team of experienced advisors and over $500 million in assets under management, the firm caters to individuals, families, businesses, and institutional clients. Their services include investment management, retirement planning, tax planning, estate planning, risk management, and more.
NEXUS CAPITAL, LLC's fee structure is transparent and based on a percentage of assets under management, ensuring their interests are aligned with their clients' success. The firm takes pride in their personalized approach and commitment to client satisfaction, which has earned them industry recognition as a top financial advisory firm. As a registered investment advisor, they are required to disclose any potential conflicts of interest and disciplinary actions, providing transparency and trust to their clients.