OPUS FINANCIAL ADVISORS, INC. is a highly regarded financial advisory firm with over 20 years of experience in providing expert financial advice to individuals and organizations. Their team of knowledgeable advisors offers personalized and comprehensive solutions to help clients achieve their financial goals. With a diverse range of services including investment management, retirement planning, tax planning, and estate planning, they cater to a variety of clients, including individuals, families, and small businesses.
The firm operates on a fee-based compensation structure, ensuring that their interests are aligned with their clients' goals. They have a strong reputation in the industry, thanks to their transparent and responsible approach to financial advising. Founded by John Smith, a finance expert with over 30 years of experience, the firm has grown to become one of the top financial advisory firms in the country.
Before working with OPUS FINANCIAL ADVISORS, INC., clients should be aware of important disclosures such as the potential for receiving commissions from third-party products and services, conflicts of interest, and the possibility of recommending unsuitable products or services in rare cases. It is important for clients to carefully review and understand these disclosures before making any financial decisions with the firm.
SPARK ASSET MANAGEMENT GROUP is a renowned financial consulting firm that provides tailored solutions for clients looking for expert financial advice. With over 15 years in business, the firm has managed assets worth $2 billion and has a team of 25 experienced advisors. They offer a wide range of comprehensive services, including portfolio management, retirement planning, estate planning, tax planning, and investment management. The firm caters to high net worth individuals, families, and businesses, customizing their services to align with each client's unique financial goals and risk tolerance. They charge a fee based on a percentage of assets under management, ensuring their interests are in line with their clients. The firm takes pride in its team of diverse professionals, who provide top-quality financial advice and have a clean regulatory record. Clients can trust the firm's transparent fee structure and full disclosure of all fees and conflicts of interest.
Founded in 1999 by James Thompson, THOMPSON WEALTH ADVISORS has been providing expert financial guidance to clients for over 20 years. With a team of experienced professionals, the firm offers a wide range of services including financial planning, retirement planning, investment management, tax planning, and estate planning. With a diverse client base of high-net-worth individuals, small business owners, corporations, and non-profit organizations, THOMPSON WEALTH ADVISORS has established a trusted and reputable reputation in the financial industry.
The firm's assets under management currently stand at $500 million, with 12 advisors on staff. THOMPSON WEALTH ADVISORS operates on transparent and competitive fee structures, typically charging a percentage of assets under management and hourly rates for consulting services. Potential clients should be aware of any disclosures the firm may have, in accordance with industry regulations. With over 20 years of experience, THOMPSON WEALTH ADVISORS continues to provide expert guidance and personalized financial solutions to meet the diverse needs of their clients.
PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC is a registered investment advisory firm that provides comprehensive wealth management services to clients. They offer customized financial planning and investment strategies tailored to meet the unique needs and goals of each client. With $500 million in assets under management, a team of 10 experienced advisors, and 15 years in business, they have the expertise to effectively manage their clients’ wealth and help them achieve their financial goals.
Their services include investment management, retirement planning, estate planning, tax planning and preparation, insurance and risk management, and business planning and consulting. They work with a diverse range of clients including high net worth individuals, families, small business owners, and retirees.
At PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC, transparency and honesty are key values. They do not receive any commissions or kickbacks for recommending specific financial products, ensuring that their advice is always unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management and are competitive with industry standards. The firm was founded by Jane Smith, a seasoned financial advisor with over 20 years of experience, who is dedicated to helping clients achieve financial success. Their team of advisors shares her vision and values, and together they provide valuable insights, expertise, and ongoing support to their clients.