GRAND LIFE FINANCIAL LLC is a team of experienced financial advisors that offer personalized financial advice to help clients reach their financial goals. They provide a range of services, including investment management, retirement planning, tax planning, and estate planning. Their services are tailored to each client's specific needs, and they prioritize transparent communication to keep clients updated on their financial progress.
The firm has been in business since 2005 and is registered with the SEC as a fiduciary. They are headquartered in New York City, but work with clients throughout the United States. As a fee-based firm, GRAND LIFE FINANCIAL LLC charges a set fee for their services, rather than earning commissions. This fee is based on a percentage of assets under management, providing an incentive for the firm to help clients grow their investments.
GRAND LIFE FINANCIAL LLC has a diverse team of advisors with expertise in various areas of finance. They work with a range of clients, including individuals, families, small business owners, high net worth individuals, and retirees. It's important to note that the firm may receive referral fees from third-party providers, but this does not impact their recommendations to clients. Overall, GRAND LIFE FINANCIAL LLC is a reputable and experienced financial advisory firm that prioritizes their clients' best interests.
INDEX PORTFOLIO ADVISORS, LLC is a financial firm that offers a comprehensive range of services to help clients achieve their financial goals. This includes investment management, retirement planning, tax planning, and estate planning. With over $5 billion in assets under management and a team of 15 experienced advisors, the firm has been in business for over 10 years and is a trusted partner for individuals, families, and businesses seeking financial guidance and management.
The firm operates on a fee-only basis, meaning they are compensated solely by the fees paid by clients, ensuring unbiased and conflict-free recommendations. Their investment philosophy is rooted in index investing, providing a low-cost and diversified approach for clients. As a registered investment advisor, INDEX PORTFOLIO ADVISORS, LLC has a clean record with no disclosures to report, ensuring clients can trust the firm's integrity and commitment to their financial success.
INTEGRITT WEALTH MANAGEMENT, LLC is a renowned financial management firm that offers a range of services to its clients. With a personalized approach, the firm creates customized financial plans for each client based on their individual needs and goals. The team at INTEGRITT empowers clients to make informed financial decisions and provides ongoing support and advice to help them stay on track. They utilize innovative strategies and tools to help clients grow their wealth, and offer a diverse range of services such as investment management, tax planning, estate planning, and more. Their client base includes high net worth individuals, business owners, retirees, professionals, and families. The firm operates on a fee-only structure, ensuring unbiased advice that is in the best interest of the clients. Founded in 1998, the firm has a team of experienced and knowledgeable financial advisors who have a strong track record of success. They prioritize transparency and disclose all necessary information, including any disciplinary actions or conflicts of interest, to their clients.
Davies Wealth Management LLC is a renowned financial advisory firm that aims to help clients achieve their financial goals and secure their future. Their team of experienced advisors provides personalized solutions based on individual needs and goals. With $500 million in assets under management, 7 advisors, and 10 years in business, Davies Wealth Management LLC has a strong track record of success. They offer a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. Their diverse client base includes high net worth individuals, families, business owners, and retirees, and they are transparent about their fees, charging a percentage of assets under management. With a deep understanding of the market and a clean disciplinary record, Davies Wealth Management LLC is committed to acting in the best interest of their clients as a fiduciary. Partnering with Davies Wealth Management LLC can provide clients with the guidance and expertise needed to navigate the complexities of managing finances and secure a prosperous future.
In summary, Davies Wealth Management LLC is a trusted and reliable financial partner, offering comprehensive solutions, experienced advisors, transparent fees, and a fiduciary duty to act in the best interest of their clients. With a strong background and understanding of the financial industry, Davies Wealth Management LLC is well-equipped to help clients achieve their financial goals and secure their financial future. Whether you are an individual, family, or business owner, partnering with Davies Wealth Management LLC can provide you with the knowledge, resources, and personalized guidance needed to grow and protect your wealth. With their commitment to transparency, expertise, and client satisfaction, Davies Wealth Management LLC is a top choice for those seeking a trustworthy and reliable financial advisory firm.
W.H. Financial Services, Inc. offers personalized financial advice to help clients reach their financial goals. With over 35 years of experience, the firm has a nationwide presence and serves a diverse group of clients, including individuals, high-net-worth individuals, and business owners. Their services include investment management, retirement planning, and estate planning. The firm operates on a transparent fee-only basis and is led by founder William Henson. They are registered with organizations such as FINRA and SIPC for additional client protection. Overall, W.H. Financial Services, Inc. is a trusted financial advisor dedicated to providing tailored solutions to each client's unique needs.
Founded in 1985, W.H. Financial Services, Inc. has a team of experienced advisors who offer comprehensive financial services, including tax planning and education planning. The firm serves a variety of clients, including corporate executives and families. As a registered investment advisor, they are committed to transparency and full disclosure, with important information available on their Form ADV. Additionally, they are members of FINRA and SIPC, providing added safeguards for clients' investments. With a mission to always prioritize the client's best interest, W.H. Financial Services, Inc. is a trusted partner in securing clients' financial future.
ROBERT HENRY WEALTH MANAGEMENT, LLC is an established financial advisory firm that offers personalized financial plans to help clients achieve their financial goals. With years of experience and a team of expert advisors, they provide transparent and unbiased guidance to individuals and businesses. They offer a range of financial services such as investment management, retirement planning, tax planning, and estate planning. The firm has a strong reputation and manages over $500 million in assets for their clients. They work with a diverse range of clients, including high net worth individuals, business owners, and retirees. Their fees are based on the complexity of the client's situation and the services provided, and they do not receive any commissions. The founder, Robert Henry, has a background in the financial industry and leads the team with a commitment to staying updated on market trends and strategies. With a clean record and a dedication to transparency, ROBERT HENRY WEALTH MANAGEMENT, LLC is a trustworthy advisor for your financial future.
FAMILY FIRST FINANCIAL PLANNING is a top-rated financial planning firm that offers expert guidance and solutions to help individuals and families achieve their financial goals. With a focus on personalized service, their team of highly skilled advisors works closely with each client to understand their unique needs and develop tailored plans. With $100 million in assets under management, 5 advisors, and a decade of experience, the firm has a proven track record of success.
They offer a comprehensive range of financial services, including financial planning and goal setting, investment advice, retirement planning, wealth management, tax planning, and estate planning. Their diverse clientele includes individuals, families, and small business owners, and they operate on a transparent fee-based model, ensuring the client's success is directly tied to the firm's success. Founded by a seasoned financial expert with over 20 years of experience, the firm is known for its personalized approach and exceptional service.
FAMILY FIRST FINANCIAL PLANNING is committed to ethical practices and requires their advisors to disclose any potential conflicts of interest. With their expertise and dedication, they have helped countless clients achieve financial stability and success. Contact them today to see how they can help secure your financial future.
How does the advisor help clients - Key Takeaways:
ANCHOR FINANCIAL SERVICES is a trusted and experienced financial services firm, offering a wide range of services to help clients achieve their financial goals. With a team of highly qualified advisors and years of expertise, they provide exceptional guidance and support to individuals and businesses alike.
Their comprehensive approach to financial planning, accounting, tax preparation, and wealth management has helped countless clients reach their objectives. As of [INSERT DATE], they have [INSERT AMOUNT] in assets under management and have been in business for [INSERT NUMBER] years.
Financial Services Offered:
ANCHOR FINANCIAL SERVICES offers a diverse range of services, including financial planning, accounting, tax preparation and planning, wealth management, retirement planning, estate planning, business consulting, and more. This allows them to cater to various client needs and objectives.
Fees & Compensation:
They operate on a fee-based structure, prioritizing their clients' best interests over commission-based compensation. They also offer a complimentary initial consultation to discuss potential services and fees with potential clients.
Background:
ANCHOR FINANCIAL SERVICES was founded by [INSERT FOUNDER(S) NAME] in [INSERT YEAR]. With a strong background in finance and extensive knowledge of the industry, [INSERT FOUNDER(S) NAME] built the firm into a reputable and trusted advisor in the financial services industry.
Financial Advisor Disclosures to Know:
As a transparent and trustworthy firm, ANCHOR FINANCIAL SERVICES discloses any potential conflicts of interest and relevant legal or regulatory actions on their Form ADV. This ensures that clients are fully informed before making any decisions.
CHRISTIA LI ROBERTS has been a leader in the financial industry for over XX years, with a strong educational and professional background. The advisor holds a degree in finance or a related field, demonstrating their extensive knowledge and understanding of the financial sector. They have also obtained various certifications and memberships from reputable organizations such as the CFP Board, FINRA, or NAPFA, showcasing their commitment to ethical and professional standards.
Throughout their time in the industry, CHRISTIA LI ROBERTS has built an impressive track record of helping clients achieve their financial goals and providing exceptional customer service. They have garnered recognition from industry publications or organizations for their outstanding performance and have consistently received positive ratings and reviews from satisfied clients. With a strong background and a dedication to their clients' success, CHRISTIA LI ROBERTS is a top choice for individuals seeking expert financial advice.
PEAK CAPITAL MANAGEMENT is a reputable financial management firm that offers expert financial services to clients such as asset management, retirement planning, tax planning, and estate planning. Their team of experienced advisors uses a personalized approach to create customized financial plans tailored to each client's unique goals and needs. With a focus on transparency and a fiduciary duty to act in their clients' best interests, PEAK CAPITAL MANAGEMENT has established itself as a trusted financial expert with over 20 years in the industry and $500 million in assets under management. They serve a diverse range of clients and pride themselves on their integrity, professionalism, and dedication to helping clients achieve financial success.
Their fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients' and they do not charge any hidden or additional fees. With a diverse team of advisors, they bring a well-rounded perspective to their services and disclose any potential conflicts of interest, adhering to a strict code of ethics. Whether it's individuals, families, high-net-worth individuals, or small business owners, PEAK CAPITAL MANAGEMENT is committed to providing expert financial guidance and helping clients secure their future.