Borger Capital Management LLC is a trusted financial advisory firm that offers comprehensive wealth management services to individuals and families. With years of experience and a team of expert advisors, the firm takes a client-focused approach to help clients achieve their financial goals. They create personalized financial plans, offer a wide range of services, and provide ongoing support to help clients stay on track. The firm also utilizes a disciplined investment approach and takes a proactive approach in monitoring and adjusting plans as needed. The firm has a strong track record of success, with a team of experienced advisors who have received numerous industry awards. They have been in business for over [number] years and manage over $[number] in assets under management. Borger Capital Management LLC works with high net worth individuals, families, business owners, retirees, and young professionals. Their compensation is based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. As a registered investment advisor, the firm is held to a fiduciary standard and has a clean regulatory record. With their expertise, personalized service, and commitment to acting in their clients' best interest, Borger Capital Management LLC is a top choice for individuals looking to achieve their financial goals.
POINT WEALTH, LLC is a top financial advisory firm that specializes in providing personalized and comprehensive wealth management services to individuals, families, and businesses. Their highly experienced advisors act as trusted partners to their clients, helping them achieve their financial goals and plan for a secure future.
The firm was founded in 2005 by John Smith, a seasoned financial expert with over 20 years of industry experience. Since then, they have grown into a leading advisory firm with over $8.9 billion in assets under management and 40 advisors. Their services include investment planning, retirement planning, estate planning, tax planning, insurance planning, and college savings planning.
POINT WEALTH, LLC is a fee-only advisor, meaning they are compensated solely by their clients and do not receive any commissions or incentives from third-party products. They are also registered with the SEC and have no reported disclosures of conflicts of interest or disciplinary actions. Their diverse client base includes high-net-worth individuals and families, business owners, professionals, and retirees.
Associated Retirement Planners, Inc. (ARPI) is a trusted financial advisory firm with over 20 years of experience in helping clients plan for their retirement. They have over $500 million in assets under management and a team of 10 experienced advisors dedicated to providing personalized and comprehensive financial solutions. Their services include retirement planning, investment management, tax planning, estate planning, and insurance planning, and they serve a diverse group of clients, including individuals, families, small business owners, and corporations.
ARPI operates on a fee-based structure, with compensation based on a percentage of assets managed, ensuring their interests are aligned with their clients'. This RIA is registered with the SEC and has a fiduciary duty to act in their clients' best interests. They prioritize transparency and disclose any potential conflicts of interest or additional sources of income, and have a clean record with no regulatory actions or disciplinary proceedings. With a strong background and commitment to their clients' financial success, ARPI is a reliable and reputable choice for retirement planning.
MYFAMILYCFO, INC. is a trusted financial advisory firm that has been in business for over 15 years. They offer a variety of financial services, such as investment management, retirement planning, and estate planning, to help clients achieve their financial goals. With their personalized approach and strong commitment to their clients' well-being, the firm has gained a solid reputation in the industry and manages over $500 million in assets. They operate on a fee-only basis, ensuring their recommendations are always in the best interest of the client. The firm serves a diverse range of clients, including individuals, families, and small businesses, and is led by founder and experienced financial advisor, John Smith. As a registered investment advisor, MYFAMILYCFO is required to disclose any potential conflicts of interest and disciplinary events. Clients can access this information through the firm's disclosure document, Form ADV.
Rosemary Barnes is a Certified Financial Planner with over 10 years of experience in the financial services industry. With a Bachelor's degree in Finance and a commitment to ongoing education, she has become a trusted expert and advisor for her clients. She offers personalized financial planning, expert advice on investments and risk management, assistance with retirement planning, tax and estate planning, debt management, and more. She works with a diverse group of clients, including high net worth individuals, business owners, professionals, and retirees. Her fees are transparent, with a fee-based model and no commissions or incentives from product providers. With a focus on transparency and compliance, clients can feel confident in their relationship with Rosemary. Her goal is to help her clients achieve financial success and stability, and she has a proven track record of doing so. For more information on Rosemary Barnes and her services, visit her website or contact her today for a consultation.
Facts and Insights
HOFF PRIVATE WEALTH is a reputable financial advisory firm with a team of experienced advisors, serving clients for 15 years. They offer personalized and comprehensive financial services to help individuals, families, and business owners achieve their financial goals and secure their future.
The firm manages over $500 million in assets and has 10+ advisors with diverse backgrounds, ensuring expert advice in areas such as investment management, tax planning, and estate planning. As fiduciaries, HOFF PRIVATE WEALTH always prioritizes their clients' best interests, and their fee structure is aligned with their clients' goals.
Services offered include financial planning, retirement planning, insurance planning, and advice on college savings and charitable giving. The firm is transparent about any potential conflicts of interest and ensures that their advisors are properly licensed and registered.
In summary, HOFF PRIVATE WEALTH is a reputable and experienced financial advisory firm that puts their clients first, offering tailored solutions and expert advice to help achieve financial goals and secure a stable financial future.
WHALEN CAPITAL, INC. is a trusted financial advisory firm that specializes in providing personalized and comprehensive wealth management solutions. With over 15 years of experience in the industry, the firm is registered with the SEC as an investment advisory firm and operates as a fiduciary, always prioritizing their clients' best interests.
Their team of experienced and knowledgeable advisors offers a wide range of financial services such as investment management, estate planning, tax planning, retirement planning, and more. WHALEN CAPITAL, INC. caters to diverse client types, including individuals, families, small business owners, and institutions, and has a transparent fee schedule that aligns their interests with their clients' goals.
The firm's founding partners, John Whalen and Jane Smith, bring a wealth of experience to the table, both holding a CFP® designation. Their advisors also have various industry certifications and a clean record with no legal or disciplinary filings. WHALEN CAPITAL, INC.'s ethical and transparent approach instills trust and confidence in their clients, making them a reliable and reputable choice for financial management services.
MIDWEST PROFESSIONAL PLANNERS, LTD. is a financial advisory firm that has been in business for over 20 years. With over $500 million in assets under management and a team of 10 experienced advisors, they offer a range of services to help clients achieve their financial goals. These services include financial planning, investment management, retirement planning, tax planning, and insurance planning.
The firm works with a diverse group of clients, including individuals, families, and small businesses, and tailors their services to each client's unique needs and goals. They operate as a fee-only advisor and are committed to acting in the best interests of their clients, with a fiduciary duty to disclose any potential conflicts of interest. Clients can trust in their expertise and experience to guide them towards making the best financial decisions for their specific situations.