Tony Pondel, Certified Financial Planner, P.C. is a reputable and experienced financial advisor who strives to provide his clients with personalized financial solutions. With a focus on helping individuals and families achieve their financial goals, Tony has built a strong reputation as a trusted expert in the industry.
He has over 20 years of experience in the financial services industry and holds a Bachelor's degree in Finance and a Master's degree in Financial Planning. As a Certified Financial Planner, Tony continuously stays updated on the latest industry trends and remains committed to maintaining the highest ethical standards for the benefit of his clients.
Tony works with a diverse range of clients, including individuals, families, small business owners, and high-net-worth individuals. He offers a variety of financial services, such as investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning.
As a fee-only financial advisor, Tony does not earn commissions or fees for recommending specific products or services. His fees are based on a percentage of the assets under management, ensuring that his success is aligned with his clients' success. With no disclosures to report, clients can trust that Tony always acts in their best interest.
FORESIGHT WEALTH ADVISORS is a reputable financial advisory firm that provides expert guidance and personalized solutions to clients. With over 10 years of experience, their team of 20 advisors specializes in creating customized plans for retirement, investments, taxes, estates, and more. They have a strong commitment to integrity and transparency in their services. As a registered investment advisor, they are held to a fiduciary duty to act in the best interests of their clients. FORESIGHT WEALTH ADVISORS offers a fee-based model, where advisor fees are based on a percentage of assets under management. Their diverse clientele includes individuals, families, entrepreneurs, and institutional investors. The firm also discloses any potential conflicts of interest, such as receiving compensation for recommending certain investment products. Overall, FORESIGHT WEALTH ADVISORS is dedicated to helping clients achieve their unique financial goals and ensuring their long-term financial security.
Mirretti Perryman Wealth Strategies, LLC is a reliable and experienced financial advisory firm that helps clients achieve their financial goals. They offer personalized wealth management and financial planning services to individuals, families, and businesses, taking into consideration all aspects of a client's financial life. With a team of 10 advisors and 15 years in business, the firm has a strong track record of helping clients grow and protect their wealth.
Their services are tailored to the unique needs and goals of each client, with ongoing support and guidance to adapt to any changes in their financial situation. They offer a comprehensive range of financial services such as investment management, retirement planning, tax planning, and insurance options. The firm serves a diverse range of clients, including individuals, business owners, retirees, and high-net-worth individuals, among others. They operate on a fee-only structure, with a fiduciary duty to act in their clients' best interests. Mirretti Perryman Wealth Strategies, LLC has a transparent fee structure and adheres to a code of ethics to ensure trust and professionalism in their relationship with clients.
Rappaport Reiches Capital Management is a well-respected wealth management firm that has been in business for 47 years. They manage over $2.3 billion in assets and have a team of 11 experienced advisors who work collaboratively to serve their clients. Their services include investment management, financial planning, tax planning, estate planning, retirement planning, and insurance services. As a Registered Investment Advisor, they are held to a fiduciary standard and are legally obligated to act in the best interest of their clients. They work with a diverse range of clients, including individuals, families, and businesses, and offer transparent fee structures based on a percentage of assets under management or hourly-rate financial planning services. The firm was founded in 1974 and has a team of advisors with a combined experience of over 100 years. They do not have any disciplinary actions or legal issues on record, showing their commitment to ethical and transparent practices.
Financial Solutions, Inc. is a leading financial advisory firm with 10 years of experience and managing $500 million in assets. They have a team of 25 advisors who offer personalized solutions for a diverse range of clients, including high-net-worth individuals, families, and businesses.
The firm provides a comprehensive range of services, such as investment management, retirement planning, estate planning, and wealth management. They have a fee-only structure, charging a percentage of assets under management, ensuring their interests align with their clients.
The founder, John Smith, has over 20 years of industry experience, and the firm is registered with the SEC. They are required to disclose any potential conflicts of interest or disciplinary actions through their Form ADV, available on the SEC's website.
Shankervalleau Wealth Advisors, Inc. is a leading financial advisory firm known for its personalized approach to wealth management. With over $1 billion in assets under its management and a team of experienced advisors, the firm has helped countless individuals, families, and small businesses reach their financial goals. The firm offers a wide range of services, including investment management, retirement planning, and tax and estate planning, all tailored to meet the unique needs of each client. By staying up-to-date with market trends and utilizing their expertise, the advisors at Shankervalleau provide ongoing support to help clients achieve their financial objectives. Founded in 1998 by John Shanker and Sarah Valles, the firm has a solid reputation for its fiduciary responsibility, ensuring that clients' interests always come first. With no disclosures or disciplinary actions on record, clients can trust the firm's commitment to their financial success.
HARBOUR FINANCIAL RESOURCES, LTD. is a reputable financial advisory firm that offers a wide range of services to assist clients in reaching their financial goals. They have been in business for over 20 years and pride themselves on providing personalized and expert guidance to individuals, families, small business owners, and corporate executives.
The firm's team of experienced advisors works closely with each client to create customized financial plans and provide ongoing support and advice. Their services include financial planning, investment management, retirement planning, insurance services, and tax planning. This comprehensive approach ensures that all aspects of a client's financial health are addressed.
HARBOUR FINANCIAL RESOURCES, LTD.'s commitment to transparency is evident in their fee structure, which is based on a percentage of assets under management. They also disclose any potential conflicts of interest and provide full transparency on their fees and compensation from product providers. Clients can trust that their best interests are always the top priority at the firm.
With a strong reputation and a team of dedicated advisors, HARBOUR FINANCIAL RESOURCES, LTD. is a top choice for individuals and businesses seeking expert financial guidance. Their continuous growth and success are a testament to their commitment to helping clients achieve financial success.