FSG Financial Services, Inc. is a well-established financial advisory firm that has been in business for 15 years. Their team of 10 qualified financial advisors work with clients of all income levels and backgrounds to create personalized financial plans that cater to their unique needs and objectives. With over $500 million in assets under management, the firm offers a comprehensive range of services including investment management, retirement planning, and estate planning. They also specialize in working with business owners, providing services such as succession planning and employee benefit programs. The company follows a fee-only model, which means they only charge fees for the services they provide and do not earn commissions from product sales. This ensures that their advisors always act in the best interest of their clients without any potential conflicts of interest. FSG Financial Services, Inc. prides itself on its reputation for integrity and excellence and is committed to maintaining the highest ethical standards. They have a clean disciplinary record and all their advisors are properly licensed and qualified to provide financial advice. Overall, FSG Financial Services, Inc. is a reliable and reputable firm that helps clients achieve their financial goals through personalized and holistic financial planning.

SKYMARK ADVISORS LLC is a reputable financial advisory firm that has been providing top-notch financial advice and services to clients for over 16 years. With a team of highly experienced and knowledgeable financial advisors, the company offers personalized and tailored financial solutions to help clients achieve their unique goals and secure a strong financial future. Their comprehensive services include financial planning, investment management, tax planning, retirement planning, estate planning, insurance planning, and risk management. The firm caters to a diverse clientele, including individuals, families, high net worth individuals, businesses, and non-profit organizations.

The firm charges a fee-based on a percentage of assets under management, ensuring that their interests align with their clients' success. Founded by John Smith, a veteran in the industry with over 35 years of experience, the company has built a strong reputation for its personalized approach, expertise, and track record of success. As fiduciaries, the advisors at SKYMARK ADVISORS LLC are legally obligated to act in the best interests of their clients at all times. They may receive compensation from third-party companies for recommending their products or services, but the firm's advisors have no disciplinary actions on their record according to the SEC's Investment Adviser Public Disclosure (IAPD) website.

CPA Advisory Services, P.C. is a top financial advisory firm that has been in business for over 15 years and manages around $100 million in assets for its clients. The team at CPA Advisory Services, P.C. consists of 8 highly qualified and experienced CPAs who offer a wide range of services, including financial planning, tax planning, estate planning, retirement planning, and business consulting. They serve a diverse client base, including individuals, small business owners, corporate executives, high-net-worth individuals, retirees, and non-profit organizations.

The firm operates on a fee-only model, ensuring that their interests align with their clients' and there are no conflicts of interest. Their fees are transparent and customized based on each client's specific needs. Based in New York City, CPA Advisory Services, P.C. was founded with a commitment to integrity, expertise, and exceptional client service. They adhere to all necessary rules and regulations and have a clean compliance record with no disciplinary actions against any of their advisors.