MIDWEST FINANCIAL STRATEGIES is a top-rated financial management firm that offers comprehensive and personalized services to help clients achieve their financial goals. With a team of experienced and dedicated financial experts, the firm has been in business for 15 years and currently manages over $500 million in assets.
The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. They cater to various client types, such as individuals, families, small business owners, and corporate executives.
One of the standout features of MIDWEST FINANCIAL STRATEGIES is their fee-only compensation model, which ensures unbiased advice in the best interest of the client. Their team is highly qualified and constantly updating their knowledge to provide the best strategies for clients. Additionally, the firm has a strong reputation for their dedication to client service and financial expertise.
As a registered investment advisor, MIDWEST FINANCIAL STRATEGIES prioritizes transparency and is required to disclose any conflicts of interest, disciplinary actions, or legal issues to clients. This commitment to transparency ensures that clients can trust the firm and their recommendations.
American Harvest Financial is a leading financial firm that offers personalized advice and services to help clients grow and manage their wealth. With a team of experienced financial advisors, they provide tailored financial planning and investment management services to help individuals, families, and businesses achieve their financial goals.
The firm has been in business since 2005 and currently has over $5 billion in assets under management. Their team of advisors has an average of 15 years of experience and has been recognized for their exceptional services and performance. American Harvest Financial operates on a fee-based compensation structure and offers a wide range of financial services, including retirement planning, estate planning, tax planning, and more.
Client education is a top priority for American Harvest Financial, and their advisors emphasize the importance of understanding and actively participating in one's financial strategy. The firm is transparent about any potential conflicts of interest, and their employees are held to a strict code of ethics. With their strong reputation and commitment to personalized service, American Harvest Financial is a reliable choice for anyone looking to secure their financial future.
ARSENAL FINANCIAL, LLC is a reputable financial firm that offers expert guidance and advice to help clients achieve their financial goals. They have a skilled team of over 100 advisors with years of experience, and they provide a range of services such as investment management, retirement planning, and tax planning. Founded in 2005, the company has over $1 billion in assets under management and serves clients nationwide.
Their services cater to a variety of clients, including individuals and families, business owners, and retirees. They operate on a fee-based compensation structure, earning a percentage of the assets they manage for their clients. ARSENAL FINANCIAL, LLC prioritizes transparency and provides full disclosure of any potential conflicts of interest. They have a clean record with no disciplinary actions or client complaints, adhering to all regulatory requirements. Overall, ARSENAL FINANCIAL, LLC is a trusted financial partner that offers personalized and comprehensive services to help clients secure their financial future.
BOLT Financial Advisory is a highly reputable financial firm that has been in business for over 10 years. With a team of 15 experienced and qualified advisors, the firm has helped clients achieve financial success with over $500 million in assets under management. They offer a wide range of services, including investment management, retirement planning, estate planning, tax planning, and insurance planning, tailored to the specific needs of each client. The firm prides itself on its transparency and personalized approach, regularly monitoring and reviewing clients' financial plans to ensure they remain aligned with their goals and objectives.
BOLT's team of advisors are highly knowledgeable and have a deep understanding of the financial industry, allowing them to provide expert advice and guidance to clients. The firm serves a diverse client base, including individuals, families, and small businesses, and charges a fee for its services, providing full disclosure of fees and compensation upfront. As with any registered financial advisor, BOLT is required to make certain disclosures, such as conflicts of interest, fee structures, and any disciplinary actions or complaints against the firm or its advisors, to ensure transparency and compliance with regulations.
In summary, BOLT Financial Advisory is a trusted and reputable financial partner for clients looking to make informed financial decisions and build a secure financial future. With its experienced team, comprehensive range of services, and commitment to transparency, the firm is well-equipped to help clients achieve financial stability and success.
BURNE FINANCIAL CONCEPTS, LLC is a trusted financial advisor firm with over 10 years of experience in providing personalized and comprehensive financial planning services to individuals, families, and businesses. Their team of 15 experienced advisors is dedicated to helping clients achieve their financial goals and secure their future.
The firm is registered with the Securities and Exchange Commission and manages $500 million in assets. They offer a range of services including investment management, retirement planning, tax planning, estate planning, insurance analysis, and education planning. BURNE FINANCIAL CONCEPTS, LLC works with a diverse range of clients, including high-net-worth individuals, business owners, and retirees.
Their fees are based on a percentage of assets under management and they operate on a fee-only basis, ensuring their clients' best interests are always prioritized. Their founder and principal, John Burne, has over 25 years of experience and has built a team of experts who share his passion for helping clients achieve financial success. BURNE FINANCIAL CONCEPTS, LLC holds their advisors to the highest ethical standards and regularly monitors their compliance with industry regulations and laws.
QUANTUM NEXUS is a financial advisor that helps clients make informed decisions about their financial future. With over 15 years in business, the company is based in a major financial hub and has a team of experienced advisors who offer personalized financial solutions to their clients. They provide a wide range of financial services such as investment management, retirement planning, tax planning, and estate planning. The advisor caters to high-net-worth individuals, families, small businesses, and corporate organizations. They have a transparent fee structure, charging a percentage of assets under management and a flat fee for financial planning services. QUANTUM NEXUS has a strong background as a registered investment advisor with the SEC and follows strict compliance and regulatory standards. Additionally, the advisor has a minimal history of financial advisor disclosures, demonstrating their ethical business practices. Clients can access information on any potential conflicts of interest or disciplinary actions through publicly available Form ADV reports.
BOLT INNOVATION MANAGEMENT provides a wide range of financial services including financial planning, investment management and risk management. Their team of specialized advisors is committed to providing efficient and effective financial solutions to their clients. They prioritize client education and empowerment, helping clients achieve their financial goals through personalized strategies and expert advice. With an innovative approach to wealth management, BOLT INNOVATION MANAGEMENT aims to exceed client expectations and foster long-term relationships built on trust and transparency. They have been in business for over 10 years and have accumulated over $2 billion in assets under management. They have a team of <50> advisors, each with a unique set of skills and experience to cater to the diverse needs of their clients. Through their data-driven approach, they continuously monitor and analyze the financial markets to provide valuable insights and adapt their strategies accordingly. They understand the importance of staying ahead of the curve and strive to deliver the most up-to-date information and advice to their clients. BOLT INNOVATION MANAGEMENT serves a diverse range of clients, including individuals, families, small businesses, and institutions. Their fees and compensation structure is designed to align with their clients' best interests. As a fee-only advisor, they charge a flat fee based on a percentage of assets under management, ensuring their clients' best interests always come first. Founded by a team of experienced and knowledgeable financial advisors, BOLT INNOVATION MANAGEMENT is dedicated to continuously learning and evolving their services to provide the best possible financial solutions to their clients. As a registered investment advisor, they are held to a fiduciary standard, meaning they are legally obligated to act in their client's best interests at all times. In conclusion, BOLT INNOVATION MANAGEMENT is a leading financial advisor with a commitment to transparency, client empowerment, and personalized solutions. Their expertise, experience, and innovative approach to wealth management make them a top choice for individuals and institutions seeking knowledgeable and trustworthy financial advice.
Big Sioux Wealth Management is a reputable financial services provider that offers expert financial advice and planning to clients. With over 10 years of experience in the industry, they have built a strong reputation for their transparent and ethical approach to managing finances. Their team of experienced professionals holds various certifications and qualifications, including CFP and CFA, and stays up-to-date with the latest market trends and strategies. They serve a diverse group of clients, including high net worth individuals, business owners, retirees, families, and young professionals, and offer a range of services such as investment planning, retirement planning, estate planning, tax planning, insurance planning, and education planning. Clients can expect to pay fees based on the services received, but Big Sioux Wealth Management ensures full transparency by discussing all fees upfront. They do not receive any commissions for recommending investment products, ensuring unbiased recommendations in the best interest of their clients. As a registered investment advisor, they have a clean record and disclose any potential conflicts of interest or disciplinary incidents. Overall, Big Sioux Wealth Management is a trusted financial expert that helps clients achieve their financial goals.