Frey Financial is a trusted financial advisory firm that offers personalized financial planning and investment management services to its clients. With a team of experienced advisors, they provide transparent and unbiased advice to help clients achieve their financial goals. Through strong client relationships and expert insights, Frey Financial guides clients towards financial success and security.
The firm has a strong track record of managing assets worth $500 million for clients, with a team of 10 advisors who have an average of 15 years of experience in the financial industry. Their comprehensive range of services includes retirement planning, estate planning, tax planning, and risk management. Frey Financial works with a diverse clientele including individuals, families, and businesses, tailoring their services to meet each client's unique needs.
Frey Financial operates on a fee-based model, meaning they are compensated based on a percentage of the assets they manage for clients. As a privately owned and independent firm, they have no ties to any financial product providers, ensuring unbiased advice. The firm prides itself on its ethical standards and has a clean record with no disciplinary actions or sanctions. For 15 years, Frey Financial has been dedicated to providing transparent and personalized financial services that help clients secure their financial future.
BUSEY CAPITAL MANAGEMENT, INC. is a reputable financial firm with over 35 years of experience in the industry. With a team of 20 highly qualified advisors, they have a low advisor-to-client ratio, allowing them to provide personalized and attentive service to each client. The firm currently manages over $5 billion in client assets and offers a range of services such as investment management, retirement planning, and estate planning.
They work with a diverse range of clients and follow a fee-only compensation structure, ensuring that their recommendations are in the best interest of their clients. As a registered investment advisor with a clean record and no disciplinary history, clients can trust the expertise and guidance of BUSEY CAPITAL MANAGEMENT, INC. for their financial needs.
Transparent about their fees and a member of various regulatory organizations, the firm operates with a commitment to personalized service and attention to detail. With a deep understanding of market trends and a track record of helping clients reach their financial goals, BUSEY CAPITAL MANAGEMENT, INC. is a trusted advisor for individuals, families, businesses, and institutions.