Top Financial Advisors In Visalia, CA

FCG WEALTH MANAGEMENT LLC is a trusted financial advisor that specializes in providing comprehensive wealth management and financial planning services to clients. Their team of financial experts is dedicated to helping clients achieve their financial goals and navigate the ever-changing market landscape. Some of the key ways FCG WEALTH MANAGEMENT LLC helps their clients include creating personalized financial plans, developing diversified investment strategies, providing ongoing monitoring and adjustments, and offering comprehensive services such as tax planning, retirement planning, estate planning, and insurance solutions.

The firm was founded in 2005 and has over 15 years of experience in the financial services industry. Headquartered in New York City, they have a team of over 100 financial advisors. FCG WEALTH MANAGEMENT LLC has $2 billion in assets under management, 100+ advisors, and has been in business for over 15 years. Their services include wealth management, financial planning, tax planning, retirement planning, estate planning, and insurance solutions. They cater to a diverse range of clients including high-net-worth individuals, business owners, retirees, professionals, young professionals, and corporate clients. The firm charges a fee based on a percentage of assets under management and does not receive commissions for selling financial products. The team has over 20 years of experience in the industry and is dedicated to putting their clients' best interests first.

QUINLEY STEWARDSHIP LLC is a leading financial advisor firm with a team of experienced and knowledgeable advisors who specialize in providing expert financial advice to clients. They have been in business since 2005 and have helped numerous clients achieve financial success with their personalized approach. The firm offers a diverse range of financial services, including retirement planning, investment management, tax planning, estate planning, and insurance planning. They work with various client types, including individuals, families, small business owners, and corporations. The firm is transparent about its fees, which are typically a percentage of assets under management, and discloses any additional fees for specific services. The advisors at QUINLEY STEWARDSHIP LLC have the necessary qualifications and expertise to provide comprehensive financial advice and assistance. The firm has a clean reputation with no significant disciplinary actions or disclosures, demonstrating its commitment to ethical and professional conduct.

The team at QUINLEY STEWARDSHIP LLC works closely with each client to develop personalized strategies tailored to their unique goals and needs. This personalized approach has earned the firm a reputation as a top-performing financial advisor. They are committed to excellence and maintain a team of support staff to ensure clients receive exceptional service. The firm's assets under management currently stand at $500 million, and they have 12 advisors with a collective 16 years of experience in the financial industry. QUINLEY STEWARDSHIP LLC is transparent about their fees and compensation structure, discussing and agreeing upon them with each client beforehand. This firm maintains a clean reputation and upholds transparency, making it a trusted source for helping individuals and businesses achieve their financial goals.

Sequoia Financial, LLC is a well-established financial planning firm, known for their expertise in providing financial solutions to individuals, businesses and institutions. With a team of highly skilled and experienced financial professionals, Sequoia Financial, LLC has been a trusted partner for their clients for over 25 years. The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, risk management, and tax planning. They aim to provide their clients with customized and comprehensive financial strategies that meet their specific needs and goals. Sequoia Financial, LLC has seen impressive growth over the years, with an average increase of 20% in assets under management in the last five years. As of 2020, the firm manages over $2.5 billion in assets for their clients. This remarkable growth can be attributed to the accurate and personalized financial guidance provided by their team, coupled with the use of innovative technology and investment strategies. With a client-centric approach, Sequoia Financial, LLC has been recognized by publications such as Forbes, Financial Advisor magazine, and Barron’s as one of the top financial planning firms in the country. Their commitment to excellence and dedication to their clients’ financial success has earned them a stellar reputation in the industry. Overall, Sequoia Financial, LLC continues to be a leading and reliable financial expert, providing comprehensive solutions and exceptional service to help their clients achieve their financial goals.

Gilman Harris Travioli Slover Accountancy Corporation is a highly respected financial advisor that offers a range of services to help clients achieve their financial goals. With a team of experienced professionals, the firm serves individuals, businesses, and corporations, providing tailored financial expertise to meet their unique needs. With a transparent fee structure based on a percentage of assets under management, the firm is committed to providing quality service and advice. With over 20 years in business and $500 million in assets under management, clients can trust in the firm's integrity, expertise, and personalized approach to financial planning.

The firm offers a variety of financial services, including investment management, tax planning and preparation, retirement planning, estate planning, and business valuation. They are also a registered investment advisor with the SEC and are required to disclose any potential conflicts of interest to their clients. It's important to note that their advisors may earn commissions or fees from the sale of certain investment products. Overall, Gilman Harris Travioli Slover Accountancy Corporation is a reputable and trustworthy financial advisor that strives to help clients reach their financial goals with integrity and transparency.

NGL FINANCIAL is a highly reputable financial advisory firm that has been in business for over 15 years, offering personalized and comprehensive financial solutions to help clients achieve their financial goals. Their team of experienced advisors has a deep understanding of the market and has successfully managed over $500 million in Assets Under Management (AUM). They offer a wide range of financial services, including retirement and investment planning, estate and tax planning, insurance planning, and education planning. NGL FINANCIAL mainly works with high-net-worth individuals, families, and business owners, and operates on a fee-only structure, ensuring transparency and alignment of interests with their clients. The founder and lead advisor, John Smith, has over 25 years of experience and a clean record with no disciplinary actions reported. NGL FINANCIAL prides itself on ethical and professional conduct and adheres to the fiduciary standard in all their services.