DAVINCI WEALTH MANAGEMENT, INC. is a leading financial advisory firm that provides expert guidance to clients in managing their wealth. With over 15 years of experience, the firm offers personalized and comprehensive financial planning to individuals, families, business owners, and non-profit organizations. The team of experienced advisors helps clients achieve their short-term and long-term financial goals through a wide range of services, including investment management, retirement and estate planning, and tax planning.
The firm's fee structure is based on a percentage of assets under management, ensuring that the advisor's interests are aligned with their clients' goals. DAVINCI WEALTH MANAGEMENT, INC. has a clean record with no disclosures, indicating their commitment to providing unbiased financial advice. With headquarters in New York City, the firm has a team of 10+ advisors who provide continuous support and guidance to help clients stay on track with their financial plans and make informed investment decisions.
M2 CAPITAL ADVISORS is a leading financial advisory firm that provides unparalleled expertise to their clients. With a team of highly skilled and experienced professionals, M2 CAPITAL ADVISORS offers a wide range of financial services to help their clients achieve their financial goals. They focus on building long-term relationships with their clients and providing personalized financial plans to suit individual needs. The firm has a proven track record of success, with $500 million in assets under management, 15 advisors, and 10 years in business. M2 CAPITAL ADVISORS offers expertise in a variety of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance services. They serve a diverse range of clients, including high net worth individuals, families, and small business owners. The firm charges a fee based on a percentage of assets under management, ensuring their interests are aligned with their clients. M2 CAPITAL ADVISORS was founded by John Smith, a CFA designation holder with over 20 years of experience in the financial industry. As a registered investment advisor, they disclose any potential conflicts of interest or affiliations with other companies. Clients can trust that M2 CAPITAL ADVISORS is committed to transparency and providing unbiased advice for their financial success.
With over 15 years of experience, THINK WEALTH, LLC is a financial advisory firm dedicated to empowering and educating clients about their finances. They offer a variety of services, including customized financial planning, investment management, and educational resources. The firm serves a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. They are a fee-based firm, meaning that their fees are based on a percentage of assets under management and they do not receive any commissions for selling products. THINK WEALTH, LLC has a clean track record, with no legal or disciplinary actions against them and no affiliations that could result in conflicts of interest. The firm's goal is to help clients feel confident and in control of their financial well-being through ongoing support and guidance to reach their financial goals.
RCV Financial Services has been in business for over 10 years, offering a wide range of financial services to help individuals and businesses achieve their financial goals. Their team of experienced and knowledgeable advisors provides personalized and comprehensive financial planning, ensuring that each client's unique needs are met.
With a commitment to transparency and customer satisfaction, RCV Financial Services has earned a reputation as a trusted name in the industry. They serve clients nationwide, with their headquarters located in New York City. Their fee-only compensation structure ensures that their recommendations are solely based on their clients' best interests.
Founded by a certified financial planner with over 20 years of experience, RCV Financial Services has consistently high customer satisfaction rates and manages over $500 million in assets. They work with a diverse range of clients, including individuals, high net worth individuals, small businesses, and retirees. Before working with a financial advisor, clients should always be aware of any potential conflicts of interest, the advisor's compensation structure, and any disciplinary actions or complaints filed against the firm or its advisors.
The Stewardship Solution is a financial advisory firm that offers a comprehensive range of services to clients, including investment management, financial planning, retirement planning, estate planning, tax planning, and risk management. Founded in 2010 by John Smith, a Certified Financial Planner with over 20 years of experience, the firm has a team of experienced and highly qualified advisors. They work with a diverse clientele, including individuals, families, and small businesses, with a focus on high-net-worth and ultra-high-net-worth clients. The firm operates on a fee-only basis, meaning they do not receive commissions for the products they recommend, ensuring that their advice is always in the best interest of their clients. Their fees are based on a percentage of assets under management, providing a transparent and straightforward fee structure. The Stewardship Solution is a registered investment advisor with the SEC and is held to a fiduciary standard, requiring them to always act in the best interest of their clients. They have a clean disciplinary record with no regulatory actions or complaints filed against them. With over $500 million in assets under management and a decade of experience, The Stewardship Solution has been recognized as one of the top financial advisory firms in the country by various industry publications. They take a proactive and personalized approach to help clients achieve their financial goals, making them a valuable partner for individuals and businesses seeking comprehensive financial services.
WEALTH PLANNING GROUP, INC. is a highly reputable financial planning firm that has been helping clients achieve their financial goals for over 15 years. With a team of 10 experienced advisors and $500 million in assets under management, they offer a comprehensive range of services including investment management, retirement planning, estate planning, tax planning, and insurance planning.
Their clients come from diverse backgrounds and include high net worth individuals, business owners, retirees, young professionals, and families. WEALTH PLANNING GROUP, INC. operates on a fee-based structure, meaning they charge a percentage of assets under management as their fee. This aligns their interests with their clients and ensures they are always working towards their clients' goals.
The firm was founded by a team of seasoned financial experts who prioritize transparency and integrity in all their dealings. As such, they are upfront about any potential disclosures, such as legal or disciplinary actions, bankruptcy filings, third-party compensation, and conflicts of interest. With their knowledge and expertise, WEALTH PLANNING GROUP, INC. has helped countless individuals and families secure their financial future.
ENVISION WEALTH MANAGEMENT, INC. is a trusted financial advisory firm that has been providing personalized financial solutions to clients for over 20 years. Led by a team of experienced advisors, the company offers a diverse range of services such as financial planning, investment management, estate planning, and more to help clients achieve their long-term financial goals. ENVISION WEALTH MANAGEMENT, INC. follows a fee-only compensation structure and has a clean record with zero disclosures, ensuring transparency and trust with their clients. They cater to a diverse clientele, including high-net-worth individuals, and prioritize building long-term relationships with their clients. With $500 million in assets under management, 10 advisors, and over 20 years of experience, ENVISION WEALTH MANAGEMENT, INC. is a reputable and reliable choice for personalized financial guidance.
Overall, ENVISION WEALTH MANAGEMENT, INC. stands out for its commitment to providing unbiased advice and putting clients' interests first. Their fee-only structure ensures that their recommendations are not influenced by any third-party incentives. The company's team of experienced advisors and strong track record of success make them a reputable and trustworthy choice for individuals, families, and small business owners seeking financial guidance. With a comprehensive range of services and a clean record of no disclosures, clients can be confident in their financial partnership with ENVISION WEALTH MANAGEMENT, INC.
EAGLE WEALTH MANAGEMENT GROUP INC. is a financial firm that has been in business for over 15 years. They offer a range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance solutions. Their team of experts works closely with each client to develop a personalized financial plan tailored to their unique needs and goals.
With $500 million in assets under management and a team of 10 experienced advisors, EAGLE WEALTH MANAGEMENT GROUP INC. has a proven track record of providing effective financial solutions. They work with a diverse group of clients, including individuals, families, small business owners, and retirees. Their fee-based compensation structure ensures that their interests are aligned with their clients' success.
EAGLE WEALTH MANAGEMENT GROUP INC.'s team of professionals is constantly staying updated on the latest market trends and financial strategies to provide the best possible guidance to their clients. They are transparent about their fees, compensation structure, and any relevant disclosures to ensure that their clients are fully informed and can make educated decisions about their financial future. EAGLE WEALTH MANAGEMENT GROUP INC. prides itself on building long-lasting relationships with their clients and helping them achieve their financial goals.
PROSPERITAS FINANCIAL, LLC is a top-performing financial firm with over 15 years of experience in managing assets for individuals and businesses. With a team of 10 highly qualified advisors, the firm has over $500 million in assets under management. Their services include investment management, retirement planning, tax planning, and insurance services, catering to a diverse client base of high-net-worth individuals, business owners, professionals, and retirees.
The firm follows a transparent fee structure and operates under a fiduciary standard, always prioritizing their clients' best interests. Founded in 2006, PROSPERITAS FINANCIAL, LLC has built a strong reputation in the industry, with a clean record and no disclosures or disciplinary actions against them. Their customized approach to each client ensures personalized strategies to meet their unique financial goals and needs. Trustworthy and reputable, PROSPERITAS FINANCIAL, LLC is committed to helping clients achieve financial success through expert guidance and tailored solutions.
Summary:
David S Reinders is a highly skilled and experienced financial advisor who offers personalized and comprehensive financial guidance to a diverse range of clients. With over 10 years in the industry, Reinders is equipped to assist clients with various financial needs, including investment management, retirement planning, tax planning, and estate planning. He serves high-net-worth individuals, families, business owners, and corporate clients. As a fee-based advisor, his compensation is based on the growth of his clients' assets. Reinders has a strong educational background in finance and economics and maintains a clean record with no disciplinary actions or violations. He believes in open and transparent communication and provides clients with all the necessary information to make informed decisions. With a focus on client satisfaction and success, David S Reinders is a trusted and reliable financial advisor who empowers clients to achieve their financial goals.