Financial Bridges provides expert financial advice and personalized services to help clients achieve their desired financial goals. With a team of experienced advisors, they offer a wide range of services including investment management, estate planning, retirement planning, tax planning, and insurance advice. Their client-focused approach allows for tailored solutions and they prioritize building long-term relationships based on trust and transparency. Established in 2008, Financial Bridges has an impressive track record and has earned recognition for their expertise and commitment to their clients.
Their team of advisors has a combined 50 years of experience and stays up to date with industry changes and market trends. As a fee-based advisory firm, they charge a percentage of assets under management, ensuring their interests are aligned with their clients. They work with individuals, families, and businesses, tailoring their services to meet the specific needs of each client. Important disclosures to note include their registration with the Securities and Exchange Commission and as an investment advisor with the state, as well as their clean disciplinary record in the past decade.
CALTIER ADVISORS, LLC is a well-respected financial firm that has been in business for over 15 years. They offer a variety of financial services, including investment management, financial planning, retirement planning, tax planning, and estate planning. Their team of experienced advisors work with both individual and corporate clients, with a diverse range of high net worth individuals, families, and businesses. The firm operates on a fee-based compensation structure, charging a percentage of the assets they manage for their clients. This ensures that they have a vested interest in their clients' financial success and promotes transparency. The firm's advisors have backgrounds in various fields such as finance, accounting, and law, allowing them to provide comprehensive and tailored financial advice. CALTIER ADVISORS, LLC also values transparency and upholds ethical standards to ensure the best interests of their clients. They have consistently maintained a strong reputation in the industry and continue to provide expert guidance to their diverse client base.
In summary, CALTIER ADVISORS, LLC offers a range of financial services to help clients achieve their financial goals. They have a team of experienced advisors who work with a diverse client base and operate on a fee-based compensation structure. With a strong focus on transparency and ethical standards, clients can trust that their best interests are always the top priority. Overall, CALTIER ADVISORS, LLC is a reliable and reputable firm that has built a strong reputation in the financial industry over the years.
Capital Financial Consultants Group, Inc. is a premier financial consulting firm that offers personalized and comprehensive financial solutions to clients. They have a team of experienced advisors who provide a wide range of services, including investment management, retirement planning, estate planning, insurance planning, and tax planning. The firm takes a holistic approach to financial planning and works closely with clients to develop tailored strategies that suit their unique needs and goals.
With over 15 years in business, Capital Financial Consultants Group, Inc. manages over $1.5 billion in assets under management and has been recognized for their excellence in financial planning. Their team of 27 advisors holds various professional designations and undergoes regular training to stay informed of industry trends. The firm operates on a fee-based model, with fees based on a percentage of assets under management. They have a clean record with the SEC and maintain a strict code of ethics, always putting the clients' best interests first.
In summary, Capital Financial Consultants Group, Inc. is a reputable firm that provides unbiased and personalized financial advice to a diverse range of clients. With their experience, expertise, and commitment to transparency, they are well-equipped to help clients achieve their financial goals and secure their future.