Typhos Investment Management LLC is a financial firm that offers customized investment management services to help clients reach their financial goals. With a team of experienced financial experts and a personalized approach, the firm aims to provide comprehensive solutions to meet the unique needs of each client. They have been in business for 20 years and manage over $500 million in assets. Along with investment management, the firm also offers financial planning, tax and estate planning, and retirement planning services. Their clients include high-net-worth individuals, business owners, retirees, and families. Typhos operates on a fee-only basis and discloses any conflicts of interest or disciplinary actions to clients. As a registered investment advisor, the firm must adhere to certain regulations and can provide clients with this information upon request.
VERDANT CAPITAL MANAGEMENT is a reputable financial advisory firm that has been serving clients for over 15 years. They offer a range of financial services, including asset management, retirement and estate planning, tax planning, risk management, and education planning. The firm specializes in providing personalized solutions tailored to each client's unique needs and goals. Their team of experienced advisors offers expert investment guidance and strategies based on thorough research and analysis. They also assist clients in understanding and navigating complex financial markets and products.
VERDANT CAPITAL MANAGEMENT has a clean record with no disciplinary actions or legal troubles, as they adhere to strict fiduciary standards and always prioritize the best interests of their clients. The firm charges a fee based on a percentage of the assets under management, ensuring their interests are aligned with their clients' growth. They work with a diverse range of clients, including individuals, families, small business owners, and institutions. With $1 billion in assets under management and a team of 10 advisors, VERDANT CAPITAL MANAGEMENT has a strong track record and a solid reputation in the financial industry.
GOLDSTEIN FRANKLIN INC. is a leading financial firm that specializes in providing expert financial advice to individuals and businesses. Their team of experienced financial professionals works closely with each client to create personalized strategies tailored to their unique needs, goals, and risk tolerance. From retirement planning and investment management to tax and estate planning, the firm offers comprehensive financial services to cater to all aspects of their clients' financial lives.
Founded in 2005, GOLDSTEIN FRANKLIN INC. has over $1 billion in assets under management and more than 50 financial advisors on their team. They have been ranked as one of the top financial advisors in the country by Forbes and Barron's and have an average client retention rate of 95%. The firm prioritizes building long-term relationships with their clients, providing ongoing support and guidance as their financial needs evolve over time.
GOLDSTEIN FRANKLIN INC. serves a diverse range of clients, including individuals, families, and businesses at all life stages. They operate on a fee-based compensation model, and their fees are transparently listed on their website. The team is highly qualified with diverse backgrounds and areas of expertise, and the firm stays true to its core values of integrity, transparency, and client-focused service. As a registered investment advisor, they disclose any potential conflicts of interest or past disciplinary actions to their clients through the SEC's website or directly through the firm.
Founded in 2005, TOUCHSTONE FINANCIAL PLANNING is a reliable and experienced financial advisory firm that offers comprehensive services to help clients achieve their financial goals. With a team of highly qualified professionals and over 15 years in business, the firm has a strong track record of providing personalized and effective financial planning solutions.
Through personalized financial planning, the advisor acts as a financial expert to guide clients in making informed decisions about their money and investments. The firm offers services such as investment management, tax planning, retirement planning, and estate planning to cater to clients' diverse financial needs.
With a transparent fee structure, TOUCHSTONE FINANCIAL PLANNING charges a percentage of the assets under management for investment management services and a fixed or hourly rate for other services. The firm's advisors are committed to acting in the clients' best interests and fully disclose any potential conflicts of interest, providing unbiased advice to clients.
The firm serves a range of clients, including high net-worth individuals, families, and small business owners, with a focus on transparency and fairness in all client relationships. With its knowledgeable and experienced team, TOUCHSTONE FINANCIAL PLANNING continues to help clients secure their financial future with personalized and professional financial planning services.
Pacific Haven Financial LLC is a trusted provider of financial services, offering personalized solutions to help clients achieve their financial goals. With a team of knowledgeable and experienced advisors, the company stays informed about the constantly changing financial landscape to provide clients with accurate and relevant advice.
The company manages assets worth $100 million and has a team of 10 advisors with a combined experience of over 50 years. They offer a range of services, including investment management, retirement planning, tax planning, insurance planning, and estate planning. Their fee-based model ensures that the company's interests align with those of their clients, and they serve a diverse range of clients, including individuals, families, and businesses.
The advisors at Pacific Haven Financial LLC prioritize full transparency, disclosing any potential conflicts of interest and all fees and compensation to their clients. This commitment, coupled with their deep understanding of market trends and dedication to ongoing education, allows them to provide clients with the best possible advice for their financial future.
The financial advisor serves as an expert resource for clients looking to achieve a SMART & RESPONSIBLE FINANCIAL LIFE. Through their professional knowledge and experience, they provide personalized strategies and key insights to guide clients towards financial success. It can be challenging for individuals to navigate the complex financial landscape, but the advisor offers valuable services such as budgeting, retirement planning, and investing to help clients achieve their goals.
Over the years, the advisor has seen exponential growth in assets under management, showcasing their success and dedication to providing high-quality financial services. They offer a range of services including financial planning, investment management, and tax planning to cater to the needs of different client types, including individuals, families, and small business owners. The advisor's fees and compensation structure are transparent and aligned with their clients' best interests, providing an added incentive for their success. With a strong background and extensive experience, the advisor is well-equipped to deliver top-notch services while adhering to necessary disclosures for full transparency.
Overall, the financial advisor plays a crucial role in guiding clients towards a secure financial future. Through their expertise and dedication, they can help clients achieve their financial goals and build a strong foundation for the future.
PUTMAN CAPITAL MANAGEMENT, INC. is a leading financial management firm founded in 1998, with $500 million in assets under management and 12 experienced advisors. The firm offers a range of services, including investment management, retirement planning, tax planning, and estate planning, tailored to the unique needs of each client. Their diverse clientele includes high-net-worth individuals, families, small business owners, and corporations. The firm operates on a fee-only structure, ensuring unbiased and transparent financial advice from their advisors. Founded by John Putman, a highly experienced financial advisor, the firm has a strong reputation and loyal client base in the industry. As a registered investment advisor, PUTMAN CAPITAL MANAGEMENT, INC. discloses any potential conflicts of interest to its clients, while its advisors follow a fiduciary duty to act in their clients' best interests. Overall, PUTMAN CAPITAL MANAGEMENT, INC. is a reputable and trusted choice for individuals and businesses seeking expert financial guidance.
ALESSANDRA CAPITAL MANAGEMENT, LLC is a well-respected financial management firm that offers personalized solutions and expert guidance to individuals, families, and businesses looking to achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm is committed to providing clients with the best strategies and services to make the most of their money.
With $500 million in assets under management and 15 dedicated advisors, ALESSANDRA CAPITAL MANAGEMENT, LLC has a strong foundation to help clients achieve their goals. They offer a wide range of services, including investment management, retirement planning, and tax planning, tailored to each client's specific needs. As a fee-only firm, the company's interests are fully aligned with those of its clients, and their advisors have a fiduciary duty to act in their best interests at all times.
The firm's founder, Alessandra, has over 20 years of experience in the financial industry and is passionate about helping clients achieve financial success. With no disclosures or disciplinary actions on record, clients can trust ALESSANDRA CAPITAL MANAGEMENT, LLC to always act with transparency and integrity.