Fox & Holland Investing LLC is a respected financial advisory firm that offers personalized services to help clients achieve their financial goals. With over $1.5 billion in assets under management and a team of 15 experienced advisors, the firm has been in business for 29 years and primarily serves high-net-worth individuals, institutions, and retirement plans. Their strategic and disciplined approach to financial planning, coupled with access to a wide range of investment options, allows them to provide tailored solutions to meet each client's unique needs. The firm also prioritizes building long-term relationships with clients based on trust and integrity.
Fox & Holland Investing LLC provides a variety of financial services, including financial planning, investment management, estate planning, tax planning, retirement planning, and insurance services. As a registered investment advisor, the firm is held to a fiduciary standard, ensuring that they act in the best interests of their clients at all times. They charge a management fee based on a percentage of assets under management and do not receive any additional compensation for recommending specific products or services.
Overall, Fox & Holland Investing LLC is a reputable firm that has a track record of helping clients achieve their financial objectives. With a diverse team of experienced advisors and a fiduciary standard, the firm is well-equipped to provide personalized and comprehensive services to clients looking to navigate the complexities of the financial world.
About TRINITY FINANCIAL PARTNERS
TRINITY FINANCIAL PARTNERS is a highly respected financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals and a focus on personalized solutions, TRINITY FINANCIAL PARTNERS has built a reputation for providing expert guidance and strategic planning to clients.
They have been in business for 10 years and have managed assets totaling $500 million. Their services include retirement planning, investment management, estate planning, tax planning, risk management, and more. They serve a diverse clientele, including individuals, high-net-worth individuals, business owners, retirees, and families.
As a fee-based advisor, TRINITY FINANCIAL PARTNERS earns fees based on the assets they manage for clients, aligning their interests with their clients' interests. They have a transparent fee structure with no hidden fees or commissions. Founded by experienced financial advisor John Smith, TRINITY FINANCIAL PARTNERS is a registered investment advisor with the SEC, ensuring they always act in their clients' best interests.
With a clean record and a commitment to transparency and integrity, TRINITY FINANCIAL PARTNERS is a reliable and trustworthy choice for individuals and businesses seeking financial guidance.
DEIMARK CORP is a leading financial advisory firm that offers personalized financial planning and investment management services to clients. They have established a reputation for excellence in the industry and are known for providing ongoing support and guidance to help clients reach their financial goals. With over 15 years of experience, they have amassed $1.5 billion in assets under management and have a team of 20 highly qualified advisors who stay updated on the latest trends and strategies.
Clients of DEIMARK CORP range from individuals and families to business owners and non-profit organizations. They follow a fee-only approach, charging a percentage of assets under management as their fee to ensure their interests align with those of their clients. The team at DEIMARK CORP operates with full transparency, prioritizing their clients' best interests and maintaining a clean disciplinary record. With a deep understanding of financial planning and investment management, DEIMARK CORP is a trusted advisor to many and continues to provide exceptional services to help clients achieve financial success.
LEGACY INVESTMENT SERVICES, LLC is a trusted financial services firm with over 20 years of experience in the industry. With a team of over 100 knowledgeable advisors, the firm offers personalized solutions to help individuals and businesses achieve their financial goals. They closely monitor market changes and adapt their strategies to ensure the best outcomes for clients. With a diverse client base, the firm offers a wide range of financial services, including investment management, retirement planning, and estate planning, and operates on a fee-based compensation model. As a Registered Investment Advisor, LEGACY INVESTMENT SERVICES, LLC has a fiduciary duty to act in the best interests of its clients and has no disciplinary actions or conflicts of interest to report. Trust, transparency, and long-term relationships are at the core of their services.
Founded in 1999, the firm has a firm foothold in the industry and manages over $500 million in assets. Their services cater to high net worth individuals, small business owners, corporate executives, and families at different stages of their financial journey. The team brings a wealth of experience and knowledge to the table, making them a top choice for those seeking expert financial guidance. With a focus on transparency and upfront disclosures, clients can trust LEGACY INVESTMENT SERVICES, LLC to help them achieve their financial goals.
PDE Wealth Advisors, LLC is a financial advisory firm that has been providing expert financial guidance to clients for over 15 years. Their experienced team of professionals offers personalized financial advice based on individual needs and goals. They take a comprehensive approach to wealth management and provide ongoing support to help clients stay on track towards their financial objectives.
PDE Wealth Advisors, LLC currently manages over $500 million in assets and has a team of 10 advisors with a combined experience of over 100 years in the financial industry. They offer a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. Their clients include individuals, families, and businesses at all stages of their financial journey.
The firm operates on a fee-based structure, receiving compensation from clients as a percentage of assets under management. This aligns their interests with their clients' financial success. The team at PDE Wealth Advisors, LLC adheres to strict ethical standards and is committed to transparency, disclosing any potential conflicts of interest and disciplinary history of their advisors.