RHODEWAY FINANCIAL is a leading financial advising firm that has been in business for 25 years and currently manages $500 million in assets. With a team of 15 experienced and knowledgeable financial advisors, the firm is committed to helping clients achieve their financial goals and secure their future.
The advisors at RHODEWAY FINANCIAL offer a range of services including investment management, retirement planning, estate planning, tax planning, and insurance planning. They also take a personalized approach to financial planning, tailoring their services to meet each client's unique needs and goals.
The firm operates on a fee-based compensation structure, charging a percentage of assets under management. This ensures that their interests are aligned with their clients' goals. The founder, John Doe, has over 30 years of experience in the industry and maintains strict compliance and transparency standards for the firm.
RHODEWAY FINANCIAL has no disclosures to report, showing their commitment to prioritizing their clients' best interests. They serve a diverse clientele, including individuals, families, high-net-worth individuals, and small businesses. Whether you are just starting to plan for your financial future or looking to secure it, RHODEWAY FINANCIAL has the expertise and resources to help you reach your goals.
GRAND STREET INVESTORS is a highly reputable financial advisor that offers a wide range of services to help clients achieve their financial goals and secure their future. Founded in 2005, this advisor has over $500 million in assets under management and more than 20 experienced advisors on staff.
They cater to a diverse range of clients, including individuals, families, and small businesses, and provide services such as investment management, retirement planning, tax planning, and more. GRAND STREET INVESTORS operates on a fee-only basis, ensuring that their clients' best interests are always their top priority. Their team of seasoned professionals has a deep understanding of the financial industry and stays updated on the latest trends and developments to provide the best advice to their clients.
Most importantly, GRAND STREET INVESTORS has no significant disciplinary history, making them a trustworthy and reliable advisor for all your financial needs. With their comprehensive services and transparent fee structure, clients can trust that they are in good hands with GRAND STREET INVESTORS.
PLUM POINTE WEALTH MANAGEMENT, LTD was co-founded in 1999 by Mark Winker and Tim Pontzer, who have a combined experience of over 40 years in the financial industry. The firm's headquarters are located in Ponte Vedra Beach, Florida, and they have additional offices in Charlotte, North Carolina and Columbus, Ohio.
The firm is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). This means that PLUM POINTE WEALTH MANAGEMENT, LTD adheres to strict regulatory guidelines and has measures in place to protect client assets.
The team at PLUM POINTE WEALTH MANAGEMENT, LTD is dedicated to providing exceptional service and building long-term relationships with clients. They are committed to staying informed on industry developments and using their expertise to help clients navigate the complex world of finance.
Charles J. Means & Co., LLC is a trusted and experienced financial advisor with over 25 years in business. They have $100 million in assets under management and a team of 5 skilled and dedicated advisors. Their goal is to provide personalized financial planning services to help clients achieve their unique financial goals and provide them with confidence in their financial future.
Their services include retirement planning, investment management, tax planning, estate planning, and insurance planning. They cater to a diverse range of clients, including high-net-worth individuals, business owners, young professionals, retirees, and family estates. As a fee-only advisor, they are not biased by commissions or sales of financial products, and their fees are based on a percentage of assets under management, aligning their interests with their clients' success.
The founder, Charles J. Means, is a Certified Financial Planner™ and a Chartered Financial Consultant with over 30 years of financial industry experience. He leads a team of experienced advisors who operate under the fiduciary standard, meaning they are legally bound to act in their clients' best interests at all times. They also have a code of ethics and a strict confidentiality policy to protect their clients' personal and financial information.
RANDALL FINANCIAL GROUP, LLC is a top financial advisory firm that specializes in wealth management, financial planning, and investment management for clients. With over 10 years in business and managing over $500 million in assets, the firm has established a team of 15 experienced advisors who are dedicated to helping clients reach their financial goals. These advisors prioritize the individual needs and objectives of each client, offering personalized recommendations and building long-lasting relationships.
RANDALL FINANCIAL GROUP, LLC provides a range of financial services, including wealth management, retirement planning, estate planning, investment management, tax planning, insurance planning, and education planning. Their diverse client base includes high-net-worth individuals, business owners, retirees, professionals, and families. The firm operates under a fee-only compensation structure, ensuring that their advisors always act in the best interest of their clients.
The advisors at RANDALL FINANCIAL GROUP, LLC have a wide range of backgrounds and expertise in the financial industry, constantly expanding their knowledge and staying informed on market trends. Clients should be aware of the firm's clean disciplinary record, as well as their fiduciary standard and avoidance of investment banking and proprietary trading services, eliminating any potential conflicts of interest.
VAN LIEW CAPITAL INC is a financial consulting firm with over 19 years of experience in providing expert financial advice and services. With a team of over 50 experienced and knowledgeable advisors, the firm offers a wide range of services including portfolio analysis, retirement planning, tax planning, estate planning, and risk management. The firm values a client-centric approach and tailors its services to meet the unique needs and goals of each client.
Founded in 2002, VAN LIEW CAPITAL INC manages assets worth $3.5 billion and has gained a reputation for delivering strong results for its clients. The firm is committed to staying at the forefront of the constantly evolving financial industry and continuously invests in the learning and development of its advisors. As a fiduciary, VAN LIEW CAPITAL INC transparently discloses all potential conflicts of interest, fees, and compensation to its clients, ensuring that their best interests are always prioritized.
With a diverse client base including individuals, families, businesses, and institutions, VAN LIEW CAPITAL INC understands the unique needs and goals of each client and works closely with them to develop personalized strategies to help them achieve their financial goals. The firm follows a transparent fee structure, charging a percentage of assets under management, and ensuring that their advisors are aligned with their clients' success. Clients can trust that their financial advisors at VAN LIEW CAPITAL INC are committed to their financial success and will always prioritize their needs above all else.
BARRETT & COMPANY is a highly reputable and accomplished financial services firm with over 20 years of industry experience. Led by a team of seasoned financial advisors, they offer personalized and comprehensive consulting and management services to help clients achieve their financial goals and plan for a secure future. The firm manages over $500 million in assets and has a strong track record of success, evident through numerous industry awards and recognition. They provide a wide range of financial services, including investment management, financial planning, retirement planning, estate planning, tax planning and insurance planning. Their fee-based structure ensures that the firm's interests align with their clients', and they do not receive commissions for recommending specific products. Clients can rest assured that their financial advisor has their best interests at heart, as BARRETT & COMPANY adheres to a strict fiduciary duty and discloses any potential conflicts of interest or disciplinary actions. Overall, BARRETT & COMPANY is a trustworthy and competent choice for individuals, families, and businesses seeking expert financial guidance.
WEYBOSSET RESEARCH & MANAGEMENT, LLC is a financial advisory firm with a team of experienced professionals dedicated to providing personalized financial advice to help clients achieve their financial goals. The firm offers a wide range of services, including investment management, retirement planning, estate planning, tax planning, risk management, college savings planning, and charitable giving advice. They work with individuals, high-net-worth individuals, families, businesses, and non-profit organizations. The firm's fees are based on a percentage of assets under management, aligning their interests with those of their clients. The team has a combined experience of over 100 years and is committed to staying updated on industry trends to provide top-notch financial guidance. As a registered investment advisory firm, they have a fiduciary duty to act in the best interests of their clients and fully disclose all fees and potential conflicts of interest for transparency. Overall, WEYBOSSET RESEARCH & MANAGEMENT, LLC offers comprehensive financial services for clients of various backgrounds to help them achieve their financial goals.
Newman Dignan & Sheerar, Inc. is a top financial advisor committed to providing expert guidance and personalized financial planning services to help clients achieve their financial goals. With over 15 experienced advisors and 20 years in business, the firm manages over $500 million in assets under management. Their comprehensive range of financial services includes investment management, estate planning, retirement planning, tax planning, and insurance solutions. They serve a diverse clientele, including individuals, families, and businesses of all sizes and professions. As a fee-only firm, clients can trust that the firm has no conflicts of interest and works solely for their benefit. Founded in 2001 and based in New York City, NEWMAN DIGNAN & SHEERAR, INC. has a strong reputation and is dedicated to helping clients secure their financial future. Clients can access the firm's Form ADV, which discloses any potential conflicts of interest or disciplinary actions, on the Securities and Exchange Commission's website.