About SHEER EMPOWERMENT FINANCIAL, LLC
SHEER EMPOWERMENT FINANCIAL, LLC is a financial advisory firm that has been providing comprehensive financial planning and guidance to individuals, families, and businesses for over 15 years. With $500 million in assets under management and a team of 10 experienced financial advisors, the firm has built a strong reputation for its expertise and personalized approach to financial management. Utilizing a client-centric approach, SHEER EMPOWERMENT FINANCIAL, LLC is dedicated to helping clients achieve their financial goals and gain financial independence.
Services and Approaches
SHEER EMPOWERMENT FINANCIAL, LLC offers a wide range of financial services, including comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning. Their team of financial experts works closely with each client to understand their unique financial situation and develop customized strategies to help them achieve their goals. The firm's track record of success is a testament to their commitment to providing the highest level of service and support to their clients.
Transparency and Certification
SHEER EMPOWERMENT FINANCIAL, LLC believes in transparency and provides a comprehensive list of disclosures on their website, including potential conflicts of interest and regulatory disclosures. Additionally, their advisors hold the necessary certifications and licenses to provide financial advice. Their fee structure is based on a percentage of assets under management, ensuring their interests are aligned with their clients. They may also earn income from commissions, which are fully disclosed and discussed with clients before any transactions take place.
Established in 2010, GRANITE WEALTH MANAGEMENT LLC is a leading financial management company that manages over $2.5 billion in assets for a diverse range of clients, including high-net-worth individuals, families, and businesses. The company has a team of 30 experienced financial advisors who specialize in offering services like investment management, financial planning, retirement planning, tax planning, estate planning, and insurance services. With a dedication to providing exceptional services and personalized solutions, GRANITE WEALTH MANAGEMENT LLC has built a strong reputation in the industry.
The company follows a transparent fee structure, charging a percentage of assets under management and also offers fee-only planning services for clients who only require financial advice. As a registered investment advisor with the SEC, the company follows strict ethical standards and discloses any potential conflicts of interest to clients. GRANITE WEALTH MANAGEMENT LLC has been successful in establishing a strong financial future for its clients through its comprehensive services and commitment to delivering results.
About Voorman Investment Counsel LLC:
Voorman Investment Counsel LLC is a trusted financial advisor located in New York City. Founded in 1995, the firm has a team of 8 expert advisors and manages over $800 million in assets. Their commitment to providing personalized solutions and proactive guidance has helped clients achieve their financial goals for over 25 years.
The firm specializes in working with high net worth individuals and offers services such as retirement planning, investment management, estate planning, tax planning, education funding, and wealth transfer. They operate under a fee-based structure and do not receive commissions, ensuring their interests are aligned with those of their clients. Their team of dedicated advisors, led by founder John Voorman with over 30 years of industry experience, is known for providing exceptional service and maintaining a clean disciplinary record.
As a registered investment advisor, Voorman Investment Counsel LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. With a commitment to long-term wealth creation and a focus on open communication and understanding each client's unique needs, Voorman Investment Counsel LLC is a reliable choice for expert financial advice and assistance.
CELADON MANAGED WEALTH has been a leading financial advisor firm for over 25 years, with a reputation for excellence and trustworthiness. With assets under management worth $2 billion and a team of over 50 experienced advisors, they offer personalized and comprehensive wealth management solutions to a diverse range of clients.
Their services include investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. They work with individuals, families, small business owners, and institutions, and operate on a fee-only basis to ensure their recommendations are always in the best interest of their clients.
CELADON MANAGED WEALTH was founded in 1994 and has built a strong track record of success. Their team of advisors has decades of combined experience and stays updated on market trends to provide the best possible advice. With no outstanding disclosures or regulatory actions, they are a reliable and transparent choice for individuals and institutions seeking financial guidance.
Overall, CELADON MANAGED WEALTH is a premier financial advisor firm that offers personalized and comprehensive solutions to help clients achieve their financial goals. With a commitment to transparency and a history of success, they are a trusted choice for those looking for expert financial guidance.
Condon Wealth Management, Inc. is a reputable financial advisory firm that has been in business for over 20 years. Their team of experienced advisors offers personalized financial planning and investment management services to help clients achieve their financial goals. The firm takes a comprehensive approach to financial planning, considering all aspects of a client's financial life. They have a deep understanding of complex financial situations and can guide clients through them. With a diverse client base including high-net-worth individuals, families, and businesses, Condon Wealth Management, Inc. has established a strong reputation for delivering high-quality financial services. Their advisors operate on a fee-based model, ensuring no conflicts of interest, and hold various certifications and adhere to a strict code of ethics. As a fiduciary, the firm maintains transparency and provides full disclosure to clients. Overall, Condon Wealth Management, Inc. is a trusted and knowledgeable partner for individuals and businesses seeking financial guidance and support.
SENTINEL ADVISORY CORP is a reputable financial advisory firm that has been in business for over 10 years. With a team of experienced advisors, they have helped numerous clients achieve financial success and stability. They have a diverse range of clients, including individuals, families, small businesses, and non-profit organizations.
The firm offers a variety of financial services, such as investment management, retirement planning, and estate planning. They are a fee-only firm, ensuring that their advice is unbiased and in the best interests of their clients. Their fees are based on a percentage of assets under management.
Founded by John Smith, the firm prides itself on transparency and ethical practices. They are registered with the SEC and their advisors are all registered with appropriate regulatory bodies. They have a fiduciary duty to act in the best interests of their clients and are committed to managing potential conflicts of interest and disclosing them to clients.
In conclusion, SENTINEL ADVISORY CORP is a reputable and transparent firm that offers personalized and comprehensive financial advice to help clients reach their financial goals. With their experienced team and diverse range of services, they are well-equipped to guide clients through the complex world of finance.
SIDE-BY-SIDE FINANCIAL PLANNING, LLC
SIDE-BY-SIDE FINANCIAL PLANNING, LLC is a premier financial planning firm that works with individuals and families to create personalized financial plans. With over 20 years of experience, their team of 10 advisors specializes in helping clients manage investments, taxes, retirement planning, estate planning, and more.
The advisors at SIDE-BY-SIDE FINANCIAL PLANNING, LLC take a comprehensive approach to financial planning, considering factors such as risk tolerance and time horizon. They have a fiduciary duty to act in their clients' best interests and value transparency by providing a breakdown of fees before any services are rendered.
Services offered include personalized financial planning, investment management, tax planning, retirement planning, estate planning, and insurance and risk management. They cater to a diverse client base, including high net worth individuals, families, business owners, and retirees. SIDE-BY-SIDE FINANCIAL PLANNING, LLC follows strict codes of ethics and conduct to ensure the highest level of professionalism and integrity in all their interactions with clients.