N.N.A.I.A. is a top financial firm with a team of highly qualified advisors who provide expert guidance to clients in achieving their financial goals. They offer a wide range of services, including investment management, retirement planning, tax planning, and estate planning. With a track record of satisfied clients, N.N.A.I.A. has managed over $1 billion in assets and has been in business for 12 years. They work with various client types, including high-net-worth individuals, families, and businesses, and have a transparent fee structure based on a percentage of assets under management. Founded by experienced financial professionals, N.N.A.I.A. prioritizes unbiased and personalized financial advice and adheres to the highest ethical standards. Their advisors are committed to ongoing education and professional development to provide the best guidance to clients in the ever-changing financial landscape.
Founded in 2005 by John Smith, LEGACY EDGE ADVISORS is a reputable financial firm committed to helping clients achieve their financial goals. With $500 million in assets under management and a team of 10 experienced advisors with a combined 15 years in the industry, they provide comprehensive financial solutions to individuals, families, and small businesses.
Their services include investment management, retirement planning, tax planning, estate planning, and insurance services. They operate on a fee-based structure, where their compensation is determined by a percentage of the assets they manage for their clients, aligning their interests with their clients' success.
LEGACY EDGE ADVISORS takes a holistic approach to financial planning, considering all aspects of a client's financial life and providing education and guidance to help them make informed decisions. They fully disclose their compensation structure and any potential conflicts of interest to ensure transparency and trust in their relationship with their clients.
4THOUGHT FINANCIAL GROUP INC. is a premier financial planning and wealth management firm that has been providing expert financial advice and services since 2005. With $500 million in assets under management and a team of 15 experienced advisors, our firm offers comprehensive financial planning, personalized investment strategies, retirement planning, tax and estate planning, and business planning services.
We work with a diverse client base that includes individuals, families, and businesses, tailoring our services to meet their unique needs and goals. Our fee structure is based on a percentage of assets under management, ensuring that our interests are aligned with our clients. Our team is highly educated and up-to-date with the latest trends and developments in the financial world, always prioritizing the best interests of our clients.
4THOUGHT FINANCIAL GROUP INC. has no disclosures, disciplinary actions, or customer complaints against our advisors, reflecting our commitment to maintaining the highest ethical standards. We are dedicated to helping our clients achieve their long-term financial goals and securing their financial future. Contact us today to learn more about our services and how we can help you.
Spirit of America Management Corp is a reputable financial advising firm that has been in business for 20 years. Their team of experienced professionals are dedicated to helping their diverse clientele achieve their financial goals through strategic planning and management. With $500 million in assets under management and a team of 10 advisors, the company offers a range of services including investment management, retirement planning, tax planning, estate planning, and insurance planning.
Clients can trust in the expertise and transparency of Spirit of America Management Corp, as they follow a fee-based compensation structure and abide by all regulations set by the SEC and FINRA. Their team of advisors have the knowledge and resources to cater to clients from various industries and backgrounds, and are committed to providing continuous support and guidance as their clients' financial needs and goals evolve.
Some important disclosures for clients to be aware of include any potential conflicts of interest, the fees and compensation structure, and any disciplinary actions taken against the advisor. Overall, Spirit of America Management Corp is a reliable and trustworthy partner for clients seeking expert financial guidance and services.