DREW MICHAEL KALLSTROM: The Financial Expert Helping Clients Achieve Financial Goals
DREW MICHAEL KALLSTROM is an experienced and highly qualified financial advisor with over 15 years of experience in the industry. With a Bachelor of Science degree in Finance and various industry certifications, DREW MICHAEL KALLSTROM has a deep understanding of the financial world and is able to provide expert guidance and advice to his clients.
DREW MICHAEL KALLSTROM works closely with clients to create customized financial plans that are tailored to their unique goals and needs. He offers a wide range of financial services, including investment planning, retirement planning, estate planning, tax planning, and insurance planning. DREW MICHAEL KALLSTROM believes in transparency and ensures that his clients have a clear understanding of how he is compensated for his services.
DREW MICHAEL KALLSTROM's clients include individuals, families, and small business owners. He understands that everyone has different financial goals and works closely with each client to ensure their goals are being met and adjusted as needed. With a clean record and a commitment to acting in the best interests of his clients, DREW MICHAEL KALLSTROM is a valuable partner in helping individuals and families secure their financial future.
Founded in 2005, Financial Growth Management, Inc. (FGM) is a New York City-based financial advisory firm dedicated to helping individuals, families, and businesses achieve financial growth and security. With a team of experienced and knowledgeable financial experts, FGM offers personalized and comprehensive financial services tailored to each client's goals and needs.
The firm's client-focused approach to financial planning includes a wide range of services such as investment management, retirement planning, tax planning and management, estate planning, insurance services, and education planning. FGM prides itself on staying up-to-date with the latest financial trends and insights to provide clients with valuable and strategic advice.
FGM operates on a fee-only compensation structure, meaning they are paid directly by the client for their services. This ensures that their advice is always in the best interest of the client, as the firm does not earn commissions or incentives from selling financial products.
The firm's diverse client base includes high-net-worth individuals, families, small business owners, corporate executives, and retirees. FGM was founded by John Smith, a seasoned financial advisor with a team of advisors who have a diverse background and expertise to handle various financial situations and provide customized solutions for clients.
As a registered investment advisor (RIA), FGM is required to disclose any potential conflicts of interest to clients, promoting transparency and ensuring clients have all the information necessary to make informed financial decisions. The firm is committed to building long-term relationships with clients based on trust and integrity.