INFINITY ADVISORY GROUP is a reputable financial advisory group that provides expert guidance to individuals, families, and small business owners. They offer a range of financial services such as investment management, retirement planning, and estate planning. Since its establishment in 2005, the firm has managed over $1 billion in assets and has 15 experienced advisors on their team.
One of the key factors that sets INFINITY ADVISORY GROUP apart is their fee-only approach to financial advising. This means that they do not receive any commissions for recommending specific investments, ensuring that their clients' best interests are always the top priority. Their fees are transparent and based on a percentage of assets under management.
The advisors at INFINITY ADVISORY GROUP have extensive knowledge and experience in the financial industry, with ongoing training to stay updated on the latest strategies. While they may have relationships with certain companies and receive compensation for recommending products, they are required to disclose this information to maintain transparency and trust with their clients. Overall, INFINITY ADVISORY GROUP is a trusted and reliable choice for individuals seeking expert financial advice.
DOCSA CAPITAL MANAGEMENT, INC. is a highly reputable and experienced financial management firm that has been in business since 2008. The firm manages assets worth $500 million and has a team of 10 expert advisors. DOCSA CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services including investment management, financial planning, retirement planning, insurance, estate planning, and tax planning. The firm caters to a diverse range of clients including individuals, families, small business owners, and corporations, providing personalized solutions to meet their unique needs and goals.
As a registered investment advisor with the SEC, DOCSA CAPITAL MANAGEMENT, INC. adheres to strict regulations to ensure the safety and security of their clients' assets. The firm charges a percentage-based fee based on the total assets under management, ensuring that their interests are aligned with their clients' and they only benefit when the clients' assets grow. Founded by John Doe, a seasoned financial expert with over 20 years of experience, the firm's team of advisors brings a wealth of knowledge and expertise to the table, providing sound financial advice backed by industry insights and expertise.
Cole Investment Advisors, Inc. is a reputable financial services firm that offers personalized and professional advice to help clients reach their financial goals. With a solid reputation for exceptional customer service, the company specializes in creating customized investment portfolios for each client based on their specific needs and preferences. The team at Cole Investment Advisors, Inc. takes a client-centric approach to understand their clients and provide ongoing monitoring and adjustments to their investments as needed.
The firm was founded in 2005 and is headquartered in New York City. They manage over $500 million in assets and have a team of 10 highly experienced and qualified financial advisors. Cole Investment Advisors, Inc. offers a diverse range of financial services, including investment management, retirement planning, tax planning, estate planning, insurance planning, and education planning. They serve a variety of clients, including individuals, families, small business owners, corporate executives, and high net worth individuals.
The fee structure at Cole Investment Advisors, Inc. is transparent and competitive, with fees based on a percentage of assets under management. The firm prides itself on its fiduciary duty to act in the best interest of its clients at all times and provides full disclosure of its practices and any potential conflicts of interest. Founded by John Cole, a highly experienced and qualified financial advisor, the company is committed to maintaining the highest standard of ethics and integrity in all of its dealings with clients.
Established in 2010, FACE 2 FACE FINANCIAL PLANNING, LLC is a top financial planning firm that specializes in providing expert guidance and advice to individuals seeking financial security. The firm is renowned for its experienced and knowledgeable advisors who are committed to helping clients achieve their unique financial goals through personalized planning. With extensive expertise in various areas such as retirement planning, investment management, and tax planning, the firm utilizes cutting-edge technology to provide clients with the most up-to-date and effective strategies. This is further complemented by the firm's dedication to ongoing education and staying current with industry changes.
For over a decade, FACE 2 FACE FINANCIAL PLANNING, LLC has solidified its reputation as a trustworthy and reliable financial planning company with a track record of success. As of now, the firm manages $50 million in assets with a team of 5 advisors and over 10 years of experience. Catering to a diverse group of clients including individuals, families, and small business owners, the firm's advisors have the expertise to work with clients at different stages of their financial journey. Moreover, the firm operates on a fee-only model, ensuring that advisors act in the best interest of clients without any conflict of interest. Led by [Name], the team has received numerous accolades for their dedication to their clients' financial well-being and holds relevant certifications and degrees to provide high-quality and tailored financial advice.
To ensure transparency and provide clients with necessary information, FACE 2 FACE FINANCIAL PLANNING, LLC discloses important details such as their fiduciary duty, clean disciplinary record, and any referral fees that may be received. Ultimately, the firm's personalized approach, wide range of services, and commitment to transparency have made it a reputable and reliable choice for individuals looking to secure their financial future.
John A. Wolfe & Associates, Inc. is a highly reputable financial advisory firm that has been providing expert financial guidance to individuals and businesses since 2003. With over 18 years of experience, the firm has established itself as a trusted source for strategic planning and investment management. Their services include investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning.
The firm caters to a diverse clientele, including individuals, families, small businesses, and corporations. They follow a fee-only compensation model, meaning that they do not earn commissions from products or services, ensuring unbiased advice in the best interest of the client. The firm's founder, John A. Wolfe, has over 30 years of experience and is a Certified Financial Planner (CFP), dedicated to staying updated with the latest financial trends and strategies. As a registered investment advisor, the firm has a fiduciary duty to act in the best interest of their clients and discloses any potential conflicts of interest.
Overall, John A. Wolfe & Associates, Inc. is a highly experienced and trustworthy financial advisory firm that offers a wide range of services to meet the needs of their diverse clientele. With a fee-only compensation model and a commitment to transparency, the firm is dedicated to helping individuals and businesses achieve financial success.
626 Financial, LLC is a trusted financial advisory firm that has been helping clients achieve their financial goals for over a decade. With a team of experienced professionals and a wide range of financial services, they offer personalized solutions to their clients' unique needs.
Their key takeaways include personalized solutions for each client's unique financial situation, expertise in a wide range of financial services, and over a decade of experience in the industry. With $1.5 billion in assets under management, a team of 20 advisors, and over 10 years in business, 626 Financial, LLC has the resources and expertise to handle a wide range of financial needs.
Some of the financial services offered by 626 Financial, LLC include investment management, retirement planning, estate planning, tax planning, and insurance services. They cater to a diverse group of clients, including high-net-worth individuals, corporate executives, small business owners, and retirees.
Transparency and fair pricing are important values for 626 Financial, LLC. They charge fees for their services, including financial planning fees and commissions on certain products. It is also important for clients to be aware of potential conflicts of interest, such as some advisors also being insurance agents and receiving commissions for selling certain products.
Founded in 2008, 626 Financial, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have no legal or disciplinary actions against them. Clients can trust in their experienced team and comprehensive financial services to help them achieve their financial goals.
How does the advisor help clients - Key Takeaways:
ZHANG FINANCIAL provides comprehensive financial services to help clients achieve their financial goals. They offer personalized solutions and continuously monitor their clients' portfolios to ensure they stay on track.
The firm's team of financial experts utilizes a holistic approach to financial planning, taking into account their clients' short and long-term goals, risk tolerance, and current financial situation. This personalized approach allows clients to feel confident in their financial decisions and have a clear plan for achieving their goals.
Facts and Insights:
ZHANG FINANCIAL has been in business for over 10 years, serving a diverse client base with a wide range of financial services. Their team of advisors has a wealth of knowledge and experience in the financial industry, providing clients with expert advice and guidance. Clients can trust in the firm's established reputation and experience.
Some of the services ZHANG FINANCIAL offers include financial planning, investment management, and retirement planning. By offering a comprehensive range of services, the firm can cater to a variety of needs and goals, providing clients with a one-stop-shop for all their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
ZHANG FINANCIAL has over $500 million in assets under management and a team of 10+ advisors, showcasing their capabilities in managing large portfolios and providing personalized services to clients. With over 10 years in business, the firm has established itself as a trusted and experienced financial advisor for clients.
Client Types:
ZHANG FINANCIAL serves a diverse client base that includes individuals, families, and small business owners. They also have experience working with high net worth individuals and offer specialized services for their unique financial needs. This diverse client base showcases the firm's ability to cater to a variety of needs and provide tailored solutions for each client.
Fees & Compensation:
ZHANG FINANCIAL operates on a fee-only basis, ensuring their clients receive unbiased advice that is in their best interest. Their fees are based on a percentage of assets under management and are transparently discussed with clients before any work is done. This fee structure allows clients to understand the cost of services and ensures there are no hidden fees or commissions.
Background:
ZHANG FINANCIAL was founded by John Zhang, a certified financial planner with over 20 years of experience in the financial industry. His expertise and passion for helping clients achieve their financial goals led him to establish the firm with a focus on personalized solutions and ethical standards. The firm's team of advisors also brings a wealth of knowledge and experience to the table, providing clients with a well-rounded and experienced team to guide them.
Financial Advisor Disclosures to Know:
ZHANG FINANCIAL prioritizes transparency and open communication with their clients and discloses any potential conflicts of interest that may arise. They also ensure their clients are informed about any potential risks associated with their financial decisions, providing them with the necessary information to make educated choices. This commitment to transparency and ethical standards sets the firm apart and allows clients to trust in their advice and guidance.
Cahill Wealth Management, LLC is a reputable financial advisory firm that provides expert guidance and personalized advice to help clients achieve their financial goals and secure their financial future. With over 20 years of experience in the industry, the team at Cahill Wealth Management, LLC is dedicated to serving a diverse range of clients, including individuals, families, and businesses.
The firm offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and more. Committed to transparency, Cahill Wealth Management, LLC operates on a fully transparent fee and compensation structure, ensuring that their interests are aligned with their clients' interests. The firm has a clean disciplinary record and prides itself on operating with the utmost integrity and transparency.
Cahill Wealth Management, LLC was founded by John Cahill, a certified financial planner with a Bachelor's degree in Finance and Economics. Mr. Cahill and his team are dedicated to providing clients with honest and trustworthy advice to help them achieve their financial goals and build long-term relationships. Whether you are an individual, family, small business owner, or retiree, Cahill Wealth Management, LLC is dedicated to providing personalized and expert financial advice to support your unique financial needs.
Founded in 2005, HAVERDINK FINANCIAL MANAGEMENT, LLC has grown to become a leading financial advisory firm, with a team of 10 experienced financial advisors and $500 million in assets under management. The firm offers a comprehensive range of services, from retirement and education planning to investment management and insurance planning. Clients come from all walks of life, including individuals, families, and businesses, and can trust in the fee-based compensation structure which aligns the advisors' interests with those of the clients. Founder and CEO John Haverdink brings a wealth of experience and expertise to the firm, and the team is committed to providing personalized solutions and top-notch services. As a registered investment advisor, HAVERDINK FINANCIAL MANAGEMENT, LLC has a clean record with no disclosures to report. With HAVERDINK FINANCIAL MANAGEMENT, LLC, clients can rest assured that their financial well-being is in good hands.