The Clifford Group LLC is a well-established financial advisory firm that specializes in helping clients achieve their financial goals. With $500 million in assets under management, a team of 10 experienced advisors, and 15 years of experience in the industry, the firm has built a strong reputation for providing expert guidance and support to their clients.
The firm offers a wide range of financial services, including investment management, estate planning, tax planning and preparation, retirement planning, insurance planning, and education planning. They cater to a diverse clientele, including individuals, high-net-worth individuals, small business owners, families, retirees, and non-profit organizations.
In terms of fees and compensation, The Clifford Group LLC operates on a transparent fee-based structure, where they charge a percentage of the assets they manage for their clients. As a registered investment advisor, the firm also discloses any potential conflicts of interest to their clients, ensuring open and honest communication.
The Clifford Group LLC was founded by John Clifford, a seasoned financial advisor with over 25 years of experience. He has since built a team of knowledgeable and dedicated advisors to provide personalized and comprehensive financial planning services to their clients. With their expertise and commitment, The Clifford Group LLC continues to help clients achieve their financial objectives.