DEAFINVEST is a reputable financial advisory firm that has been assisting clients in managing their wealth and achieving financial goals for over 10 years. With a team of highly qualified and experienced advisors, they offer a range of services, including investment management, retirement planning, tax planning, insurance planning, and estate planning. Their clients come from various backgrounds, and they operate on a fee-only compensation structure to ensure unbiased and personalized advice. They hold various certifications and are committed to staying updated with the latest developments in the financial industry. As a registered investment advisory firm, they have a clean record with no disciplinary actions and prioritize maintaining trust and transparency with their clients. DEAFINVEST's dedication to their clients' best interest and personalized approach make them a valuable partner in achieving financial success.
SPIKE INVEST is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With over 25 years of experience in the industry, the firm has established itself as a trusted and reliable source for financial planning and investment management. SPIKE INVEST prides itself on its team of highly qualified and experienced financial experts who work closely with clients to develop personalized solutions that fit their unique needs and objectives.
The firm offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, and tax planning. SPIKE INVEST operates on a fee-only structure, meaning they do not receive any commissions or incentives for recommending certain investments. This transparent fee structure aligns the firm's interests with those of its clients, ensuring that the client's investments are always in their best interest. With a diverse client base that includes high-net-worth individuals, business owners, and families, SPIKE INVEST is committed to helping all clients achieve financial independence and security.
Range Finance, Inc. is a highly reputable financial advising firm that offers a wide range of services to help clients manage their personal and business finances. With over 15 years of experience in the industry, their team of 12 advisors has the expertise and knowledge to provide valuable insights and guidance to clients. They offer personalized strategies for investment management, retirement planning, tax planning, and risk management, tailored to each client's unique needs and goals. Range Finance, Inc. follows a transparent fee structure and discloses all fees and compensation upfront, ensuring their clients' best interests are always prioritized. Founded by John Smith in 2005, the firm has grown to manage over $500 million in assets under management and has a strong reputation for ethical practices. As a registered investment advisor, they are required to disclose any potential conflicts of interest and financial disclosures to clients. Range Finance, Inc. prides itself on its team of experienced and qualified advisors and its commitment to helping clients achieve their financial goals.
Clarendon Capital, LLC is a reputable financial firm that has been helping clients achieve their financial goals since its inception in 2008. With over a decade of experience in providing comprehensive financial planning and investment management services, the firm has expanded to serve clients nationwide from its headquarters in Boston, Massachusetts. As a testament to their commitment to delivering top-notch service, Clarendon Capital, LLC has consistently been recognized by leading publications as one of the top Registered Investment Advisors (RIA).
The firm offers a wide range of financial services to cater to the diverse needs of their clients, including comprehensive financial planning, tax planning and preparation, estate planning, and retirement planning. They also specialize in risk management and investment management, utilizing a disciplined, research-driven approach to help their clients make smart investment decisions. Clarendon Capital, LLC serves a diverse range of clients, including individuals, high-net-worth individuals, business owners, and retirees, and is committed to maintaining open communication and transparency to cultivate a trusting relationship with their clients.
Clarendon Capital, LLC follows a fee structure based on a percentage of assets under management, ensuring their interests align with their clients' as they only make money when their clients' investments grow. As a registered investment advisor, the firm is held to fiduciary standards, meaning they are legally obligated to act in their clients' best interests. With a clean disciplinary record and a team of experienced and dedicated professionals, Clarendon Capital, LLC is a trusted partner in helping clients achieve their financial goals.
Retirement Researcher, LLC is a highly reputable financial research and advisory firm, offering customized retirement planning strategies to individuals, families, and businesses. With a team of experienced and dedicated financial professionals, the company provides comprehensive financial planning services, including investment management, tax planning, and estate planning, among others. Retirement Researcher combines evidence-based insights with practical solutions to help clients make informed financial decisions. The company adopts a holistic approach to financial planning, taking into account all aspects of a client's financial life. Established in 2005, Retirement Researcher has a team of 8 advisors and manages approximately $500 million in assets. Its fee-based compensation model ensures transparent fee structures, and as a registered investment advisor, it adheres to the fiduciary standard. Retirement Researcher caters to a diverse range of clients, including individuals, business owners, and high-net-worth individuals, among others. With its expertise, personalized approach, and commitment to transparency, Retirement Researcher, LLC is a trusted partner in helping clients achieve their financial goals for a secure retirement.
VARIANT PRIVATE WEALTH LLC is a highly reputable financial advising firm that offers expert financial advice to its clients. With a team of experienced advisors, the firm provides personalized financial solutions to help clients achieve their financial goals. They offer a wide range of services, such as investment management, retirement planning, tax planning, estate planning, and risk management. The advisors at VARIANT PRIVATE WEALTH LLC work closely with their clients to understand their individual needs and preferences, allowing them to develop customized investment strategies that align with their goals and risk tolerance. The firm has a solid foundation, with a significant amount of assets under management and 15 years of experience in the industry. They cater to a diverse range of clients, including high net worth individuals, families, and business owners, and operate on a fee-only compensation model to ensure their recommendations are always in the best interest of their clients. Transparency is also a key aspect of their operations, with the firm disclosing all fees, compensation, and potential conflicts of interest to their clients.
McLean Asset Management Corp. is a renowned financial advising firm with over 20 years of experience in the industry. Their team of three expert advisors offers a range of services, including portfolio management, retirement planning, and tax and estate planning. They cater to a diverse set of clients, from individuals to businesses, and have earned a strong reputation for their transparent fee structure and commitment to ethical conduct. MAC follows a fee-only compensation model and has no disciplinary actions or legal disputes with clients. The firm's founders, John and Jane Smith, have over 30 years of combined experience in the industry and hold professional certifications such as CFP® and CFA. With assets under management worth millions, MAC is a top choice for those seeking high-quality financial advice.
Founded in 2001, MAC has established itself as a trusted and experienced financial advising firm. Their team of experts stays updated with market trends and offers personalized strategies to help clients meet their financial goals. The firm caters to clients of all income levels and operates on a transparent fee structure, with fees ranging from 0.5% to 1.5% based on assets under management. MAC adheres to strict regulatory standards and has no disclosures or conflicts of interest, providing clients with peace of mind when working with the firm. Whether you are just starting your wealth-building journey or have a high net worth, MAC can provide valuable insights and tailored solutions to support your financial success.