WHITE & COMPANY FINANCIAL PLANNING, INC. is a trusted financial planning company that focuses on providing expert advice and guidance to clients looking to achieve their financial goals. With over 15 years of experience in the industry and $50 million in assets under management, they have a proven track record of success in helping individuals, families, and small business owners secure their financial future.
The company offers a comprehensive range of financial services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and debt management. Their experienced team of 10 advisors work closely with each client to create personalized solutions that best fit their unique situation.
WHITE & COMPANY FINANCIAL PLANNING, INC. operates on a fee-only basis, ensuring that their clients' best interests are always the top priority. They have a clean regulatory record, meaning they have not faced any disciplinary actions or legal issues, further establishing their credibility and reliability. Overall, the company is committed to helping their clients achieve long-term financial success through their personalized approach and dedicated services.
Eric Krone Associates, Inc. is a respected financial advisory firm with over 20 years of experience in the industry. They specialize in providing comprehensive wealth management services to high net worth individuals, families, and business owners. This includes personalized and highly customized solutions, as well as expertise in a variety of financial areas through their team-based approach. The firm prides itself on staying informed on market trends and economic updates, providing valuable insights to clients through newsletters, articles, and seminars. With $250 million in assets under management and 5 advisors, Eric Krone Associates prioritizes building long-term relationships with clients and helping them achieve their financial goals. They operate on a fee-only basis and are committed to transparency, ethics, and always acting in the best interest of their clients.
Eric Krone, the founder and principal of the firm, has over 30 years of experience in the financial industry and holds prestigious certifications such as Certified Financial Planner™. Clients span a diverse range, including high net worth individuals, families, business owners, retirees, and professionals, among others. Any potential conflicts of interest or disciplinary actions are disclosed on their Form ADV, as the firm follows all industry regulations and standards. Eric Krone Associates is dedicated to providing expertise, integrity, and personalized client service, making them a trusted partner in achieving financial success.
HERNANDEZ FINANCIAL: Trusted Financial Advisory Firm Helping Clients Achieve Financial Goals
HERNANDEZ FINANCIAL is a leading financial advisory firm renowned for its expertise in helping clients achieve their financial goals. With over 20 years in business, their team of experienced advisors has built a reputation for delivering exceptional financial services and guidance.
Their transparent fee structure, commitment to client satisfaction, and personalized approach make them a top choice for individuals, high net worth clients, business owners, executives, retirees, and young professionals. They offer a range of financial services, including investment management, retirement planning, tax planning, estate planning, and education planning. Their fees are competitive, and they base them on the services provided rather than commissions or sales. As a fiduciary, they have a legal obligation to always act in the best interest of their clients and disclose any potential conflicts of interest.
Founded by financial expert John Hernandez, HERNANDEZ FINANCIAL has a long-standing reputation for excellence and a loyal client base. Their team is dedicated to providing comprehensive and personalized financial advice, empowering clients to make informed decisions about their finances. Whether you are seeking to plan for retirement, save for college, or manage your assets, HERNANDEZ FINANCIAL is a trusted partner in helping you achieve your financial goals.