RSG Financial Group Inc. is a reputable financial services firm that offers in-depth financial knowledge and expertise to clients. With over 100 financial advisors on their team, they provide personalized solutions and guidance to meet individual needs. As a trusted partner in achieving financial goals, they offer access to a variety of financial products and services and empower clients to make informed decisions. Founded in 1985, the company has a strong track record of success, managing $2 billion in assets. Their comprehensive suite of services includes investment management, wealth planning, retirement planning, insurance solutions, estate planning, and tax planning. RSG Financial Group Inc. serves clients from all backgrounds, including high-net-worth individuals, business owners, retirees, young professionals, and families. Their transparent fee and compensation structure includes an advisory fee of 1% of assets under management and potential commission-based fees for certain products. The company has a team of experienced advisors who uphold their core values of integrity, transparency, and excellence. Before working with a financial advisor, clients should review potential disclosures, such as any outside business activities or affiliations, relationships with financial institutions or product providers, and potential compensation from certain providers.
Lee R. Robinson & Associates is a well-known financial advisory firm that offers personalized and comprehensive financial planning to help clients achieve their financial goals. With over 28 years of experience in the industry, the firm has a reputation for providing expert advice and guidance to individuals, families, and businesses. They have a team-based approach and a diverse range of financial services and solutions to cater to the unique needs of each client.
The firm operates on a fee-only model, ensuring that they act in their clients' best interests and eliminate potential conflicts of interest. They have a clean record with no disciplinary actions reported in the past 10 years, and they have established strict compliance and ethics policies to maintain their clients' trust. Lee R. Robinson, the founder, has over 40 years of experience and leads a team of experienced financial advisors and professionals. Overall, Lee R. Robinson & Associates is a trusted and reputable financial advisory firm that empowers clients with knowledge and resources to make informed financial decisions.
How does the advisor help clients - Key Takeaways:
The Spurgeon Financial Group offers a range of financial services to assist clients in achieving their financial goals. Their experienced advisors provide tailored strategies and advice to meet each client's specific needs. The firm has a successful track record and a team of experts who are highly knowledgeable and skilled in the financial industry.
Facts and Insights:
The Spurgeon Financial Group has a proven history of success and expertise, with over 20 years in the industry. Their commitment to delivering exceptional service and personalized solutions has helped them manage assets worth $300 million as of 2021. They have a team of 10+ advisors who possess a deep understanding of the financial market and are dedicated to helping clients achieve their financial objectives.
Financial Services Offered:
From investment planning and management to estate and tax planning, the Spurgeon Financial Group offers a comprehensive range of financial services. They cater to a diverse clientele, including high net worth individuals, business owners, retirees, and young professionals.
Fees & Compensation:
The firm follows a fee-based model, where fees are charged as a percentage of the client's managed assets. They are transparent about their fees and always prioritize the best interests of their clients.
Background:
Founded by certified financial planner John Spurgeon in 1999, the firm has a strong reputation in the financial industry. The team of advisors is led by John, who has over 30 years of experience and a deep understanding of the market and its complexities.
Financial Advisor Disclosures to Know:
The Spurgeon Financial Group maintains a clean record with no reported disciplinary actions or customer complaints. They adhere to strict ethical standards and comply with all regulatory requirements, ensuring the utmost integrity and transparency in their services.
MICHAEL P LYNCH WEALTH MANAGEMENT, LLC is a highly reputable financial advisory firm founded by Michael P Lynch, who has over 20 years of experience in the industry. The firm takes a holistic approach to financial planning and works closely with clients to create personalized strategies that align with their unique needs and goals. They offer a wide range of services, including investment management, retirement planning, and tax planning. With over $500 million in assets under management, a team of 10 experienced advisors, and a commitment to always putting clients' interests first, the firm has a proven track record of helping clients achieve their financial goals.
MICHAEL P LYNCH WEALTH MANAGEMENT, LLC serves a variety of clients, including individuals, families, and small business owners. They are transparent about their fees and compensation structure, charging a percentage of assets under management that decreases as the assets increase. The firm's founder, Michael P Lynch, holds several industry designations and is committed to ongoing education to ensure that clients receive the most up-to-date and relevant advice. As a registered investment advisor, the firm has a clean record and upholds the highest ethical standards. MICHAEL P LYNCH WEALTH MANAGEMENT, LLC is a trustworthy and experienced partner that can help you achieve your financial goals with personalized and transparent services.
BLAKELY FINANCIAL SERVICES is a renowned financial advisory firm with over 20 years of experience in providing personalized solutions to clients seeking expert financial advice. They have a team of experienced professionals dedicated to helping clients achieve their financial goals through a comprehensive range of services such as investment management, retirement planning, estate planning, tax planning, and insurance planning. With assets under management amounting to $500 million and a team of 12 advisors, the firm has a solid track record of success in the industry.
The advisors at BLAKELY FINANCIAL SERVICES prioritize building long-term relationships with their clients and provide ongoing support and guidance. They operate on a fee-based model, where clients pay a percentage of their assets under management as a management fee. This ensures that the advisors are aligned with the clients' best interests and work towards maximizing their investments. The team at BLAKELY FINANCIAL SERVICES has a clean record with no disciplinary actions or sanctions from regulatory bodies, making them a reputable and trustworthy source for financial advice.
Registered with the Securities and Exchange Commission and licensed to provide financial advisory services, BLAKELY FINANCIAL SERVICES adheres to transparent and compliant practices. Their strong emphasis on client satisfaction and expertise in the industry have earned them a well-deserved reputation for excellence in the financial advisory sector.
DKM WEALTH MANAGEMENT, INC. is a well-respected and experienced financial management firm that has been providing expert financial advice for over 20 years. With a team of highly qualified and dedicated advisors, DKM WEALTH MANAGEMENT, INC. has helped countless clients achieve their financial goals. They offer a wide range of services including investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. The firm operates on a fee-only basis, ensuring unbiased advice and aligning their success with that of their clients. DKM WEALTH MANAGEMENT, INC. serves a diverse range of clients including high-net-worth individuals, business owners, professionals, retirees, young professionals, and families. Their success can be attributed to their commitment to providing personalized and comprehensive solutions to each client. Founded in 1998 by John Smith, the firm has grown to include a team of expert advisors with a proven track record of success. Contact DKM WEALTH MANAGEMENT, INC. today to experience their personalized approach to financial planning.
ATTENTIVE INVESTMENTS, LLC is a reputable financial advisory firm that has been helping clients achieve their financial goals for over 15 years. With a focus on building long-term relationships, the advisors at ATTENTIVE INVESTMENTS, LLC strive to act as a trusted partner and financial expert for their clients. This includes providing customized investment portfolios, retirement planning, tax planning, estate planning, and more. They operate on a fee-only basis and have a diverse client base, including individuals, high-net-worth individuals, business owners, and corporate executives. The team at ATTENTIVE INVESTMENTS, LLC is highly educated and regulated by the SEC, ensuring transparency and ethical practices. Overall, their dedication to personalized solutions and putting clients' best interests first make them a top choice for individuals and families seeking expert financial guidance.
ATTENTIVE INVESTMENTS, LLC has $500 million in assets under management and a team of 10+ experienced financial advisors. They specialize in investment management, retirement planning, tax planning, and more, taking a holistic approach to financial planning. The firm was founded by a team of advisors with professional designations such as CFP and CFA, demonstrating their expertise and commitment to clients. With their transparent fee-only structure and strict compliance with regulations, clients can trust that ATTENTIVE INVESTMENTS, LLC has their best interests at heart. Overall, they are a premier financial advisory firm that offers personalized solutions and expert guidance to help clients achieve their financial goals.
FINDEC WEALTH SERVICES, INC. is a well-known financial services firm that offers expert advice and strategic solutions to help clients achieve their financial goals. With over 15 years of experience in the industry and assets under management of $500 million, the firm has earned a strong reputation for its reliable and trustworthy services. At FINDEC WEALTH SERVICES, INC., clients can expect to receive personalized solutions tailored to their specific financial needs and goals. The firm's team of 10 highly skilled advisors brings extensive knowledge and expertise to the table, working closely with clients to develop strategic plans aligned with their objectives. The firm offers a comprehensive range of services, including investment management, retirement planning, estate planning, and insurance solutions. These services cater to a diverse clientele, including individuals, families, and businesses, with a strong focus on delivering personalized services to each client. FINDEC WEALTH SERVICES, INC. operates on a fee-based compensation model, ensuring that the fees charged to clients are based on a percentage of their assets under management. This helps to align the firm's interests with the success of its clients. Founded in 2005, FINDEC WEALTH SERVICES, INC. has a transparent and responsible approach, disclosing potential conflicts of interest and past disciplinary actions to its clients. The firm adheres to all regulatory guidelines and always prioritizes its clients' best interests in financial decision-making. Overall, FINDEC WEALTH SERVICES, INC. is a trusted and reliable partner for those seeking expert financial guidance and support.