Heisner Financial, LLC is a highly reputable financial services firm that has been providing expert advice to clients for over 15 years. With a team of experienced advisors, the firm offers a wide range of comprehensive services tailored to the unique needs of each client. This includes investment management, retirement planning, tax planning, estate planning, and more.
Led by founder John Heisner, the firm has a strong commitment to transparency and ethical standards. They adhere to all necessary disclosures and regulations set by regulatory bodies, such as the
Heisner Financial, LLC serves a diverse clientele, including individuals, families, and businesses. They have over $200 million in assets under management and a team of 20 experienced advisors. Whether clients need guidance with investment strategies, retirement planning, or tax preparation, Heisner Financial, LLC has the expertise and insights to help them achieve their financial goals.
Philip Vongontard, CFA, LLC is a financial expert with over 15 years of experience in the industry. He holds a CFA certification, which showcases his professionalism and dedication to the field. With $50 million in assets under management and a team of one advisor, Philip offers a range of financial services, including investment planning and management, retirement planning, estate planning, tax planning, and cash flow management. He works with individuals, business owners, families, and high-net-worth individuals, building long-term relationships and helping them achieve financial success. Philip operates on a fee-based structure, aligning his interests with his clients' by charging a percentage of assets under management as his compensation. He has a strong background in finance, with a degree and a CFA qualification, and has worked for reputable institutions, gaining valuable knowledge and experience in investment research, risk management, and financial planning. Transparent and ethical, Philip has no disciplinary actions or disclosures to report, making him a trusted advisor for clients looking to reach their financial goals.
In summary, Philip Vongontard, CFA, LLC is a highly qualified and experienced financial advisor dedicated to helping clients achieve their financial goals. With a personalized approach and a comprehensive range of services, he works with a diverse clientele and always puts his clients' best interests first. His fee-based structure ensures that his interests are aligned with those of his clients, and his strong background in finance and reputable work experience make him a trustworthy and knowledgeable advisor. If you're looking for a dedicated and skilled financial partner, Philip Vongontard, CFA, LLC is the right choice.