Momentum Financial Strategies, LLC is a reputable financial advisory firm that prides itself on providing personalized and comprehensive financial strategies to help clients achieve their unique financial goals. With a team of experienced financial professionals, the firm offers expert guidance and insight on investments and financial planning, utilizing up-to-date market research and analysis to inform strategic decision making.
The firm serves a diverse client base, including individuals, families, and small business owners, and builds long-term relationships with each client. They offer a wide range of financial services, including retirement planning, investment management, estate planning, tax planning, and insurance planning. With $100 million assets under management and 10 years in business, Momentum Financial Strategies, LLC has earned a solid reputation in the industry.
Operating on a fee-based compensation structure, the firm ensures that its interests are aligned with its clients' interests. However, clients should be aware of potential conflicts of interest, such as receiving commission from product sales and referral fees from third-party providers. Nonetheless, the firm has a fiduciary duty to act in the best interests of its clients at all times, operating with transparency and integrity. Founded by a team of experienced professionals, Momentum Financial Strategies, LLC stays on top of the latest market trends and strategies to offer the best possible guidance to clients.
Early McClintic & McMillan, LLC is a trusted financial advisory firm with over 25 years of experience. They offer a range of personalized financial services, including investment management, retirement planning, tax strategies, estate planning, and insurance planning. Their team of 20 experienced advisors caters to a diverse client base, including high-net-worth individuals, business owners, and retirees. The firm operates on a fee-only structure, ensuring that their recommendations are always in their clients' best interests. As a Registered Investment Advisor, they have a fiduciary duty to act in their clients' best interests and disclose any potential conflicts of interest. With over $500 million in assets under management and a long-standing presence in the industry, Early McClintic & McMillan, LLC is a name you can trust for expert financial guidance.
EARLY MCCLINTIC & MCMILLAN, LLC is a financial advisory firm that has been in business since 1998. With $500 million in assets under management and a team of 5 experienced advisors, they specialize in providing personalized solutions for individuals, families, and businesses. They offer a range of services including financial planning, investment management, and risk management strategies. Their approach is based on building long-term relationships with clients and tailoring their services to meet their unique goals and financial needs.
Their team of advisors have various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which require them to adhere to strict ethical and professional standards. As a Registered Investment Advisor (RIA), EARLY MCCLINTIC & MCMILLAN, LLC has a fiduciary duty to act in the best interests of their clients at all times. They believe in complete transparency when it comes to fees and do not receive commissions for any products or services they recommend.
Their diverse range of clients includes individuals, high net worth individuals, corporate executives, business owners, and non-profit organizations. The firm prides itself on staying up-to-date on industry trends and continuously educating themselves to provide the best possible advice for their clients. With offices in New York and California, EARLY MCCLINTIC & MCMILLAN, LLC serves clients across the United States and is committed to putting their clients' needs first.