SUMMIT INVESTMENTS AND FINANCIAL PLANNING is a trusted financial company that has been providing expert financial services for over 20 years. Their team of experienced financial advisors specializes in offering comprehensive financial planning and investment management services tailored to each client's unique goals and risk tolerance. They have a disciplined and data-driven approach when it comes to creating financial strategies. The company has assets under management of $500 million and employs 10+ advisors. They offer a variety of services such as financial planning, retirement planning, investment management, tax planning, estate planning, and insurance planning. They cater to individuals, families, small business owners, and professionals. SUMMIT INVESTMENTS AND FINANCIAL PLANNING is transparent about their fees, charging a percentage of assets under management as their advisory fee. Their founder has over 30 years of experience and holds multiple certifications. As a registered investment advisor, they disclose any potential conflicts of interest and place the client's interests above all else. Clients receive a detailed Form ADV outlining the services, fees, and potential conflicts of interest. With their strong reputation and track record, clients can trust SUMMIT INVESTMENTS AND FINANCIAL PLANNING for all their financial needs.
Andrews Wealth Management, LLC is a highly experienced financial advisory firm dedicated to providing top-quality financial services to their clients. With over $500 million in assets under management and 15 years in business, their team of 10 advisors is well-equipped to handle the financial needs of individuals, families, high net worth individuals, business owners, retirees, and non-profit organizations.
Through a holistic approach to financial planning, Andrews Wealth Management takes the time to understand each client's unique financial situation and create personalized strategies to meet their specific goals and needs. They offer a comprehensive range of services, including financial planning, investment management, tax and estate planning, retirement planning, insurance planning, and asset protection.
As a fee-only firm, Andrews Wealth Management's compensation is based on a percentage of the assets they manage, ensuring that their interests are aligned with their clients'. They have a fiduciary duty to act in their clients' best interests at all times and provide all necessary disclosures, including any potential conflicts of interest. With a history of success and a commitment to transparency, Andrews Wealth Management is a trusted partner to help clients achieve their financial goals and secure their future.
A financial advisor from INTEGRATED WEALTH MANAGEMENT, INC. can help clients achieve their financial goals and build wealth by developing a customized financial plan, implementing diversified investment strategies, and providing ongoing guidance and education. The company was founded in (insert year) and currently has (insert number) advisors providing (insert type of services) to their clients with (insert amount) in assets under management.
Services offered by INTEGRATED WEALTH MANAGEMENT, INC. include investment management, retirement planning, estate planning, tax planning, and insurance planning. They work with a diverse group of clients, including individuals, high-net-worth individuals, business owners, and retirees.
The company typically charges a percentage of assets under management as a fee, but may also charge a flat fee or hourly rate for financial planning services. Their advisors have years of experience and hold various certifications and designations. It's important for clients to be aware of any disclosures or conflicts of interest that may impact their relationship with the advisor before entering into an agreement. Overall, INTEGRATED WEALTH MANAGEMENT, INC. is committed to providing personalized, ethical, and transparent service to help clients achieve their financial goals.
MERIDIAN CAPITAL MANAGEMENT GROUP, INC. is a financial firm with over 20 years of experience in providing wealth management, investment consulting, and financial planning services. Their team of experienced professionals offers personalized solutions to help clients achieve their financial goals. The firm has a strong reputation for delivering outstanding results and building long-term relationships with clients.
The firm caters to individuals, families, and businesses seeking to grow and preserve their wealth, with clients including high-net-worth individuals, retirees, professionals, and small business owners. MERIDIAN CAPITAL MANAGEMENT GROUP, INC. primarily charges a percentage of assets under management as a fee and does not receive commissions or other forms of compensation, ensuring unbiased recommendations in the best interest of the client. The team of highly qualified and experienced financial professionals hold various industry certifications and undergo continuous training to stay updated on the latest industry trends and best practices. The firm operates with transparency and integrity, with no legal or disciplinary actions to disclose.