About INTELLICAPITAL ADVISORS LLC
INTELLICAPITAL ADVISORS LLC is a leading financial advising firm that specializes in providing personalized wealth management services to clients. Their team of experienced and knowledgeable advisors is dedicated to helping clients achieve their financial goals through comprehensive and tailored financial plans.
The firm offers a wide range of services, including investment management, retirement planning, tax planning, estate planning, and more. With years of experience in the personal finance industry, INTELLICAPITAL ADVISORS LLC has become a trusted and reliable partner for individuals, families, business owners, and retirees seeking expert financial guidance and support.
Their team of advisors is well-versed in the latest trends and strategies in the industry, holding prestigious certifications and designations. The firm operates on a fee-only basis, ensuring their advice is always in the best interest of their clients. With a clean disciplinary record and a commitment to transparency, clients can trust INTELLICAPITAL ADVISORS LLC to prioritize their financial well-being.
HIGHLAND INVESTMENT ADVISORS LLC is a trusted financial firm that offers personalized strategies and expert guidance to help clients effectively manage their wealth. With over 20 years of experience, the firm has managed over $500 million in assets and has a team of 10 highly qualified advisors. They provide a comprehensive range of financial services, including investment management, retirement planning, and tax planning. Their clients range from individuals and families to businesses, and the firm operates on a fee-only basis to avoid conflicts of interest. The founder, John Smith, has over 30 years of experience in the industry, and the firm is headquartered in New York City. Clients can access any disclosures or conflicts of interest through the firm's Form ADV.
Anderson Financial Partners, Inc. is a reputable financial services firm that has been providing personalized and comprehensive financial solutions since 2005. With a team of experienced and knowledgeable advisors, the firm is committed to helping clients achieve their financial goals through a tailored approach. They offer a wide range of services, including investment management, retirement planning, estate planning, and more.
The firm has built a strong reputation for their expertise and commitment to client satisfaction. They have over 15 years of experience and manage over $500 million in assets. Anderson Financial Partners, Inc. follows a fee-based compensation structure to ensure their interests are aligned with their clients' and maintain full transparency in all their financial dealings. Additionally, the firm has a clean disciplinary record and is registered with the SEC.
The founding members have over 25 years of combined experience in the industry and continuously expand their knowledge to better serve their diverse clientele. They have worked with high net worth individuals, families, and businesses of all sizes and are dedicated to building long-term relationships with their clients. Anderson Financial Partners, Inc. is a member of reputable organizations such as FPA and NAPFA, reflecting their adherence to ethical standards and professionalism.