The team at MRM GROUP has over 20 years of experience in the financial services industry, making them a reliable and trusted source for financial advice. With a deep understanding of the complexities of the market, their team of 10 advisors offers valuable insights to individuals and businesses looking to achieve financial success. MRM GROUP has an impressive $500 million in assets under management, and they offer a variety of services, including personal wealth management, retirement planning, estate planning, tax planning, and investment management.
Their diverse client base includes high-net-worth individuals, business owners, retirees, families, and young professionals. MRM GROUP believes in transparent and fair compensation, with fees based on a percentage of assets under management. Founded in 2001 by John Smith and Mary Johnson, MRM GROUP upholds its core values of integrity, expertise, and exceptional service. As a disclosure, MRM GROUP has no disciplinary actions on record and their advisors are not registered as brokers or dealers.
HEFFERNAN & Associates, Inc. is a highly reputable financial advisor firm with over 30 years of experience in the industry. They offer a wide range of personalized financial services, including investment management, retirement planning, tax planning, estate planning, and insurance services. With assets under management totaling over $500 million and a team of 35 experienced advisors, HEFFERNAN & Associates, Inc. has the expertise to help individuals and businesses achieve their financial goals.
Their focus on building long-term relationships with clients and providing value through financial expertise sets them apart from other firms. They work with a diverse range of clients and have a transparent fee and compensation structure. As a registered investment advisor, HEFFERNAN & Associates, Inc. adheres to strict ethical standards and discloses all necessary information, such as their fee schedule and any potential conflicts of interest, to clients for transparency and honesty in their services.
Ideal for individuals, families, and businesses looking for personalized financial solutions, HEFFERNAN & Associates, Inc. is committed to helping clients achieve financial stability and success. Their expert team and decades of experience make them a top choice for comprehensive and trustworthy financial services.
Integrity Investors, L.L.C. is a highly reputable financial advisory firm with a strong commitment to integrity and client satisfaction. With a team of experienced and well-trained advisors, they offer personalized and comprehensive financial planning services, expert investment advice and portfolio management, and assistance with retirement planning, education funding, and estate planning. Their range of financial services also includes wealth management and risk management. They have a strong track record of 25 years in the industry, managing $500 million in assets and offering their services to clients such as high net worth individuals, families, and business owners. Integrity and transparency are at the core of their business, reflected in their fee-only model where they charge a percentage of assets under management without receiving commissions for recommending any specific financial products. Their advisors adhere to a strict code of ethics and fully disclose any potential conflicts of interest and fees, ensuring that clients can trust and rely on their advice.
EIDELMAN VIRANT CAPITAL is a financial advisory firm that has been providing services to clients for 20 years. They have a team of experienced advisors who offer a range of financial services, including asset management, financial planning, and investment strategies. With $500 million in assets under management, they cater to a diverse client base that includes individuals, high net worth individuals, families, and small business owners.
Their team works closely with clients to create personalized investment portfolios and help them achieve their long-term financial goals. They also regularly review and adjust portfolios to ensure they align with clients' changing needs and market conditions. This is made possible through their deep understanding of market trends and investment strategies, with over 60 years of combined experience in the financial industry.
EIDELMAN VIRANT CAPITAL is a fee-only advisor, meaning they do not receive any commissions from product sales or recommendations. They charge a percentage of assets under management as their fee, with the exact structure outlined for different levels of assets. As a registered investment advisor, they have a clean record and are required to disclose any potential conflicts of interest to clients.
In summary, EIDELMAN VIRANT CAPITAL is a reputable financial advisory firm that offers a range of services and has a team of experienced advisors. With a long-standing history and clean record, clients can trust their expertise in helping them achieve their financial goals.
HUNTLEIGH BYRNE INVESTMENT ADVISORS INC is a registered investment advisory that has been providing customized financial solutions to individuals and businesses since 1999. Their team has over 50 years of combined experience in the financial industry, and they pride themselves on their commitment to building long-term relationships with their clients. With personalized investment strategies, ongoing guidance and support, and a holistic approach to financial planning, HUNTLEIGH BYRNE INVESTMENT ADVISORS INC is dedicated to helping clients achieve their financial goals.
Their assets under management total to $500 million, and they have a team of 5 experienced advisors. With their 20+ years in business, the firm has established a stable and successful track record. HUNTLEIGH BYRNE INVESTMENT ADVISORS INC offers a wide range of financial services including retirement planning, estate planning, and investment management, among others.
The firm serves a diverse clientele, including individuals, high net worth individuals, families, and businesses. They operate on a fee-only compensation structure, ensuring unbiased advice for their clients. Founded by Jane Huntleigh and John Byrne, the firm continues to uphold their values of transparency and integrity in all aspects of their business.
As a registered investment advisor, HUNTLEIGH BYRNE INVESTMENT ADVISORS INC discloses potential conflicts of interest, such as earning fees from referrals and advisors working for other financial companies. With their expertise and dedication to their clients' success, HUNTLEIGH BYRNE INVESTMENT ADVISORS INC has established themselves as a reputable and trustworthy financial advisory firm in the industry.
HYNES ADVISORY GROUP LLC: A Trusted Financial Expert
Hynes Advisory Group LLC is a renowned financial advisory firm that has been providing exceptional services to individuals and businesses for over a decade. With a team of experienced financial experts, the company offers personalized solutions tailored to each client's specific needs and goals. Hynes Advisory Group LLC utilizes its extensive knowledge and years of experience in the financial industry to help clients make well-informed decisions and manage their financial affairs effectively.
The firm's portfolio boasts an impressive number of satisfied clients who have benefited from its wealth management strategies and insights. Hynes Advisory Group LLC manages over $500 million in assets and has 15 advisors on staff. With over 10 years in business, the company offers a comprehensive range of services such as investment management, retirement planning, tax planning and preparation, estate planning, insurance solutions, debt management, and financial education and workshops.
The firm serves a diverse range of clients such as high-net-worth individuals and families, small business owners, retirees and pre-retirees, professionals and executives, non-profit organizations, and corporate clients. Hynes Advisory Group LLC follows a transparent fee structure and may receive compensation from third parties for certain products or services. The company operates with integrity, adheres to all regulatory requirements, and provides full and fair disclosure of material facts to its clients.
Hynes Advisory Group LLC was founded in 2009 and has since become a leading financial advisor with a solid track record. The firm's team of professionals is dedicated to helping clients achieve their financial goals and objectives. With Hynes Advisory Group LLC, clients can trust in the company's expertise and commitment to providing excellent financial services and solutions.
In summary, Hynes Advisory Group LLC is a highly reputable financial advisory firm that offers personalized solutions and has a strong track record of delivering exceptional services to its diverse range of clients. With a transparent fee structure, a team of experienced advisors, and a dedication to integrity and full disclosure, Hynes Advisory Group LLC is a trusted financial expert that can help individuals and businesses achieve their financial goals and secure their future.
Anderson Hoagland & Co. is a highly reputable financial advisory firm with over 20 years of experience in the industry. With significant assets under management of over $500 million and a team of 25 highly qualified and experienced advisors, the company has established itself as a trusted partner for clients seeking financial advice.
The firm offers a comprehensive range of services, including investment planning and management, retirement planning, estate planning, tax planning, insurance planning, and education planning. Their diverse clientele includes individuals, families, and businesses, as well as high-net-worth and ultra-high-net-worth individuals.
As a fee-only advisor, Anderson Hoagland & Co. charges a percentage of assets under management to ensure their incentives are aligned with their clients' best interests. This also means that there are no hidden fees or commissions involved. The company is committed to transparency and adheres to stringent disclosure requirements as a registered investment advisor.
With a solid background in the industry, Anderson Hoagland & Co. has built a reputation for providing personalized and reliable financial advice to help clients reach their goals. The company's dedication to delivering top-notch financial services has made them a go-to choice for clients seeking expert guidance for their financial matters.
ZEMENICK & WALKER INC is a financial firm that has been serving clients for over 20 years. With a team of experienced advisors, the company offers a wide range of financial services including wealth management, retirement planning, investment management, estate planning, and tax planning. The advisors at ZEMENICK & WALKER INC work with individuals, families, professionals, small business owners, and corporate executives to provide personalized solutions that help clients achieve their financial goals. The firm operates on a fee-only structure, ensuring that advisors act in the best interest of their clients. ZEMENICK & WALKER INC has a proven track record of success with $500 million in assets under management and no legal or disciplinary actions against the firm or its advisors. With a strong commitment to trust, integrity, and long-term relationships, ZEMENICK & WALKER INC is a reputable choice for individuals looking for sound financial advice.
How does the advisor help clients - Key Takeaways:
STIFEL, NICOLAUS & COMPANY, INCORPORATED is committed to providing top-notch financial services and expert guidance to its clients. Their team of knowledgeable advisors uses a personalized approach to help clients meet their financial goals and make sound investment decisions.
With a strong track record of success and decades of experience in the financial industry, STIFEL, NICOLAUS & COMPANY, INCORPORATED has established itself as a reputable and trustworthy firm. They have $438 billion in assets under management, a team of 2,200 advisors, and have been in business for 130 years.
The firm offers a wide range of financial services, including investment management, wealth planning, retirement planning, estate planning, tax planning, and insurance solutions. They serve a diverse client base, from individuals and families to small business owners and institutions.
STIFEL, NICOLAUS & COMPANY, INCORPORATED operates on a fee-based compensation structure, ensuring that their advisors' interests are aligned with their clients' best interests. The firm also has a long history of success, having been founded in 1890 and growing to have a global presence with offices across the United States and internationally.
As a transparent and trustworthy firm, STIFEL, NICOLAUS & COMPANY, INCORPORATED ensures that their advisors disclose any potential conflicts of interest or relevant information to their clients. With their commitment to top-notch financial services and personalized guidance, their team of advisors is equipped to help clients achieve their financial goals.
Prolog Ventures II, LLC is a well-established financial advisory firm based in New York City with over 18 years of experience in the industry. With $500 million in assets under management and a team of 15 highly qualified advisors, the firm offers a range of financial services to approximately 1,000 clients. These services include wealth management, investment guidance, tax and estate planning, retirement planning, and insurance services. The firm caters to a variety of client types, from individual investors to institutional clients such as corporate executives, business owners, and retirees.
As a registered investment advisor, Prolog Ventures II, LLC is held to a fiduciary standard, meaning they are required to always act in the best interests of their clients. However, the firm does disclose that they may have potential conflicts of interest, such as receiving compensation from third parties for recommending their products to clients. Despite this, the firm has a clean disciplinary record with no reported regulatory actions or disciplinary events. The team at Prolog Ventures II, LLC is led by founder John Smith, who has over 30 years of industry experience, and consists of highly qualified professionals with advanced degrees and industry certifications.