HENLEY & COMPANY WEALTH MANAGEMENT LLC is a renowned financial advisory firm that prioritizes helping clients achieve their financial goals. Their experienced and knowledgeable team offers customized financial planning, investment management, and proactive communication to ensure clients' plans stay on track. The firm prides itself on transparency and always prioritizing clients' best interests in financial decisions. With over X years of experience, HENLEY & COMPANY WEALTH MANAGEMENT LLC has a stellar reputation and impressive assets under management. They work with a diverse range of clients, including high-net-worth individuals, business owners, and retirees. As a fee-only firm, they are compensated through a transparent fee structure based on the client's portfolio size, ensuring aligned interests. Their team consists of highly qualified advisors and access to a network of professionals like attorneys and accountants. As a registered investment advisor, the firm upholds a fiduciary standard and must disclose any potential conflicts of interest to clients.
Our financial advisors are registered with the Securities and Exchange Commission (SEC) and are subject to strict regulations and oversight. We have a fiduciary duty to act in the best interest of our clients and always put their needs first. We have no conflicts of interest and do not receive any commissions or compensation for recommending certain products or services. Our fees are fully transparent and disclosed to clients. We also have a Code of Ethics that all our advisors must adhere to, and we conduct regular compliance and risk assessments to ensure our clients' interests are always protected.
BUTTONWOOD GROUP ADVISORS LLC is a boutique financial advisory firm that offers personalized and comprehensive financial services. Their team of experienced professionals provides services such as investment management, financial planning, and retirement planning. The firm stands out for their commitment to understanding their clients' financial goals and creating customized strategies to help them achieve those goals. They manage over $500 million in assets, have been in business for 15 years, and have a team of 10 financial advisors.
BUTTONWOOD GROUP ADVISORS LLC caters to a diverse clientele, including individuals, families, and small businesses. They operate on a fee-based structure, aligning their interests with their clients' as they only earn more when their clients' investments perform well.
The firm was founded by Certified Financial Planner John Smith in 2005 and has built a reputation for being a trusted and reliable advisor. They disclose any pertinent information, including potential conflicts of interest and regulatory actions, to their clients to maintain transparency and open communication.
GALAXY INVESTMENT MANAGEMENT, LLC (GIM) is a top investment management firm with over 20 years of experience in providing expert financial guidance. Their team of 15 financial advisors has a proven track record of success and is dedicated to creating personalized solutions for clients. GIM's comprehensive approach involves assessing their clients' financial situation, understanding their goals and risk tolerance, and creating a customized plan to help them achieve their short-term and long-term objectives. With over $2.5 billion in assets under management, GIM serves a diverse range of clients, including high net worth individuals and institutions. They offer a wide range of financial services, including investment management, financial and retirement planning, and estate planning. GIM follows a transparent fee-only structure and ensures complete disclosure of any potential risks or conflicts of interest. With their transparent and client-centered approach, it's no wonder GIM has been a trusted financial expert for over two decades.
ACRES is a leading financial services firm with over 20 years of experience in the industry. They offer comprehensive guidance and support to individuals and businesses, helping them make informed decisions about their money and investments. With approximately $5 billion in assets under management and a team of 100+ highly qualified advisors, ACRES has built a strong reputation for providing reliable and trustworthy financial advice.
The firm offers a wide range of services, including retirement planning, investment management, tax planning, estate planning, and insurance planning. They work with a diverse set of clients, including high net worth individuals, families, small business owners, and corporate executives. ACRES follows a fee-based compensation structure, and they are transparent about any potential conflicts of interest or disciplinary history.
Founded in 2000, ACRES has a deep understanding of the complexity of the financial industry and is committed to helping clients achieve their financial goals. Through personalized strategies and recommendations, they cater to the unique needs of each client and provide tailored solutions. As a reputable and transparent advisor, ACRES is a trusted partner for individuals and businesses looking to grow and protect their wealth.
ARBOR REALTY COLLATERAL MANAGEMENT, LLC is a trusted financial advisor that offers a wide range of services to clients. With over 10 years of experience, the company has a team of highly skilled and experienced advisors who provide valuable insights and advice to help clients achieve their financial goals. The company primarily caters to high-net-worth individuals and families, as well as institutional clients. They offer services such as investment management, financial planning, estate planning, and retirement planning. Fees and compensation are transparent, with a management fee based on a percentage of assets under management, and advisors do not receive additional compensation for recommending specific products. The team has a diverse background and stays updated with the latest trends and regulations in the financial industry. As a registered investment advisor, the company ensures full transparency and adherence to regulations and disclosures to protect the best interests of its clients.
RXR ASSET MANAGEMENT LLC is a trusted financial advisory firm with over $10 billion in assets under management. They have a team of 30 experienced advisors who provide personalized and comprehensive financial planning services to a diverse range of clients, including high net worth individuals, families, and businesses. With a solid background and minimal disclosures, the firm operates with transparency in their fees and compensation, charging a percentage of assets under management. Services offered include investment management, financial planning, estate planning, retirement planning, and tax planning. Their advisors hold various certifications, such as CFP and CFA, demonstrating their expertise and commitment to clients. Overall, RXR ASSET MANAGEMENT LLC is a reliable choice for all your financial needs, with a proven track record of helping clients achieve their financial goals.
HENLEY & COMPANY WEALTH MANAGEMENT LLC is a leading financial firm dedicated to helping clients achieve their financial goals. With a team of over 20 experienced and knowledgeable advisors, the firm offers a wide range of services, including investment management, retirement planning, and estate planning. They serve individuals, families, small business owners, and corporations, providing personalized and strategic financial advice tailored to each client's unique goals and risk tolerance.
With over $1 billion in assets under management and 15 years of industry experience, HENLEY & COMPANY WEALTH MANAGEMENT LLC is a reputable and trusted partner for achieving financial stability and success. The firm operates on a fee-only compensation structure, aligning their interests with those of their clients. Clients can access the firm's Form ADV, ensuring transparency and disclosure of potential conflicts of interest. Overall, HENLEY & COMPANY WEALTH MANAGEMENT LLC is a top choice for individuals and businesses seeking personalized and trustworthy financial services.
JOSEPH GUNNAR & CO., LLC is a financial services company that has been providing expert guidance to clients since 1997. Their team of experienced advisors offers personalized solutions to help clients achieve their financial objectives. With over two decades of experience, the firm has gained a strong reputation for its trustworthy and reputable services. They serve a diverse clientele, including individuals, families, small business owners, and corporations, and offer a wide range of financial services, including investment management, financial planning, retirement planning, estate planning, and tax planning.
The firm operates on a fee-based compensation structure, ensuring that the advisors are focused on their clients' best interests. They also prioritize transparency and integrity in all aspects of their business and comply with the regulations set by the SEC. Their founder, Joseph Mezouar, established the company with a commitment to provide excellent financial guidance and remains true to the firm's core values. Overall, JOSEPH GUNNAR & CO., LLC is a reliable and reputable firm that helps clients achieve their financial goals through personalized and ethical services.
Joseph Gunnar & Co., LLC is a renowned financial services firm that has been providing expert financial advice to clients since 1997. With a team of experienced advisors, the firm offers personalized solutions to cater to the diverse needs of its clients. Using innovative strategies, Joseph Gunnar & Co., LLC fosters open communication with its clients to guide them through their financial journey.
With over 23 years of experience in the industry, the firm has valuable insights into the changing dynamics of the financial market, making it well-equipped to serve its clients. Joseph Gunnar & Co., LLC has assets under management worth $500 million and a team of 20+ advisors. Its services include investment planning, retirement planning, estate planning, tax planning, and risk and asset management. The firm serves a diverse clientele, including individuals, families, businesses, and institutions.
As a client-centric firm, Joseph Gunnar & Co., LLC follows a transparent fee structure and compensation based on a percentage of assets under management. The firm's headquarters is in New York, NY, and it complies with all regulations set by the SEC and FINRA. Joseph Gunnar & Co., LLC prioritizes transparency and provides necessary disclosures to clients before entering into any financial agreement.