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Top Financial Advisors In Southbury, CT

Find out how Shehu Asset Management, LLC, a reputable financial firm with over 15 years of experience, helps clients achieve their financial goals and provides them with peace of mind. With over $500 million in assets under management and a team of 10 highly skilled advisors, the firm offers a wide range of services including investment, retirement, estate, and tax planning. Clients benefit from Shehu Asset Management's transparent fee structure, which is a percentage of assets under management with potential additional compensation from third-party providers. The founder, John Shehu, and his team are committed to providing personalized solutions to each client's unique needs and goals, adhering to the highest ethical and professional standards set by the SEC. With full disclosure of fees and potential conflicts of interest, clients can trust Shehu Asset Management, LLC to help them make sound financial decisions.

KENNEDY WEALTH AND TAX MANAGEMENT, INC. provides financial guidance and management services to clients for over 14 years. The company has managed $100 million in assets and has 5 experienced advisors. They offer a wide range of financial services, including wealth management, tax planning, and retirement planning. The company caters to high-net-worth individuals, small business owners, and retirees, tailoring their services to meet individual needs. KENNEDY WEALTH AND TAX MANAGEMENT, INC. charges fees based on services provided and is transparent with their costs. The company's founder, John Kennedy, has over 20 years of experience and leads a team of qualified advisors. As a registered investment advisor, the company follows strict compliance and disclosure requirements, adhering to the fiduciary standard. They prioritize acting in clients' best interests and disclose any conflicts of interest. KENNEDY WEALTH AND TAX MANAGEMENT, INC. upholds high standards of integrity and transparency in all their dealings with clients.

In summary, KENNEDY WEALTH AND TAX MANAGEMENT, INC. provides expert financial guidance and management services, with over 14 years of experience and a solid track record. They cater to diverse clients, charging transparent fees and adhering to strict compliance and disclosure requirements. Led by a dedicated and experienced team, the company prioritizes acting in clients' best interests, making them a trusted and reliable partner in achieving financial success.