AURORA PRIVATE WEALTH, INC.: A Trusted Advisor for Personalized Financial Planning
AURORA PRIVATE WEALTH, INC. is a New York City-based financial advisory firm founded in 2005. With over 15 years of experience and a team of 15 advisors, the firm manages over $500 million in assets. They pride themselves on staying up-to-date on the latest financial trends and advancements in technology to provide their clients with cutting-edge strategies and solutions.
The firm takes a personalized approach to financial planning, tailoring their services to each client's unique situation. They offer a diverse range of financial services, including customized financial planning, investment management, retirement planning, estate planning, tax planning and preparation, and risk management. AURORA PRIVATE WEALTH, INC. primarily works with high-net-worth individuals and families, small business owners, and executives. They also serve corporate retirement plans, trusts, and foundations.
AURORA PRIVATE WEALTH, INC. operates on a fee-only structure, meaning they do not earn commissions or sell products. Their fees are based on a percentage of assets under management and can also be charged hourly or for specific financial planning projects. This fee structure ensures that the firm always acts in their clients' best interests.
The team at AURORA PRIVATE WEALTH, INC. is made up of experienced and knowledgeable financial advisors with diverse backgrounds and expertise. They are committed to delivering comprehensive solutions and giving back to the community through philanthropy and volunteering. As a registered investment advisor, the firm is held to a fiduciary standard and maintains a clean disciplinary record, demonstrating their commitment to transparency and ethical standards in their client interactions.
Comprehensive Capital Management, Inc. is a highly reputable financial advisor firm with over 25 years of experience serving clients. They provide personalized financial planning and investment management services to help clients achieve their financial goals. The firm has over $1.5 billion in assets under management and serves a diverse range of clients, including individuals, families, business owners, and institutions. Their team of experienced financial advisors possesses extensive knowledge and expertise in the financial industry.
The company follows a fee-only structure, ensuring that their recommendations are always in the best interest of their clients. They offer a wide range of financial services, including financial planning, investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. The founder and president of the firm is a Certified Financial Planner™ with over 30 years of experience in the industry. The entire team is highly educated and holds advanced certifications and qualifications in their respective areas of expertise.
Comprehensive Capital Management, Inc. has a clean record with no disciplinary actions taken against any of their advisors. They prioritize transparency and ethical practices, which have earned them a strong reputation in the financial industry. Their client-centric approach has helped them serve over 1,000 clients and manage their assets with care and expertise.