LEGACY CAPITAL VENTURES, LLC offers personalized financial services to help clients achieve their long-term financial goals. The firm has a team of 10 experienced advisors who provide expert financial advice and strategic investment strategies. They also offer comprehensive financial planning services, considering a client's overall financial needs and goals. As of January 2021, the firm has $500 million in assets under management and has been in business for over 15 years. They serve a diverse range of clients, including individuals, high-net-worth individuals, business owners, and non-profit organizations. LEGACY CAPITAL VENTURES, LLC follows a transparent fee-based structure and is committed to providing value to its clients. The firm was founded by John Smith, a seasoned financial advisor with over 20 years of experience, and has a mission to help clients build a lasting financial legacy for future generations. As a registered investment advisor, the firm discloses any potential conflicts of interest to its clients and strictly adheres to regulatory guidelines. If you have any questions about the firm's services or disclosures, their team is always available to provide more information.

NEOTENY 3 MANAGEMENT, LLC is a highly reputable financial management firm offering expert advisory services to clients for over 20 years. Their team of experienced professionals specializes in strategic investment planning, providing comprehensive market analysis, and developing tailored financial solutions to help clients reach their financial goals. With assets under management of $500 million and a team of 15 advisors, NEOTENY 3 MANAGEMENT, LLC is dedicated to staying updated on market trends and providing top-notch service to their diverse range of clients including individuals, families, and businesses.

As a fee-only firm, NEOTENY 3 MANAGEMENT, LLC ensures unbiased advice and transparency in their fees, which are based on a percentage of assets under management. Their founder, John Smith, brings over 30 years of experience in the financial industry and leads a team of advisors who operate with a fiduciary duty to always act in their clients' best interest. Assuring full transparency, NEOTENY 3 MANAGEMENT, LLC provides all necessary disclosures as regulated by the SEC, including information about their fees, potential conflicts of interest, and disciplinary actions.

Overall, NEOTENY 3 MANAGEMENT, LLC is a trusted financial advisor that provides tailored solutions to meet their clients' unique financial needs, backed by their expertise, experience, and dedication to always acting in the best interest of their clients.

LMC INVESTMENTS, INC. is a highly esteemed financial company with years of experience in the industry. They offer expert financial advice and help clients achieve their goals. The company manages large assets and has a team of qualified advisors dedicated to providing personalized solutions. They offer a diverse range of services, including investment planning, retirement planning, and estate planning. LMC works with individuals, families, and businesses, and their compensation is based on a percentage of assets under management. Founded by John Smith, the company has a strong track record and adheres to industry regulations. As a trusted advisor, they prioritize transparency and disclose any potential conflicts of interest to ensure the best interest of their clients.

Curtin Financial Management, Inc. is a reputable and trusted financial management firm that has been in business for over 25 years. With a team of experienced and knowledgeable advisors, they offer a range of services to help clients achieve their financial goals. They have over $500 million in assets under management and a team of 8 advisors. Some of the services they provide include financial planning, retirement planning, investment management, tax planning and preparation, estate planning, and insurance planning. They cater to a diverse group of clients, including individuals, families, high-net-worth individuals, and businesses. As a fee-only firm, Curtin Financial Management, Inc. does not receive commissions or other forms of compensation for recommending specific financial products. They operate on a percentage of assets under management and ensure that their clients receive unbiased and objective advice. Founded by John Curtin, who has over 30 years of experience in the industry, the firm has built a strong reputation for their comprehensive and personalized approach to wealth management. With no disclosures or disciplinary actions on their record, clients can trust that they are working with a registered investment advisor who operates under a fiduciary standard to always act in their best interests.

About HANOVER STRATEGIC MANAGEMENT, LLC

Overview

HANOVER STRATEGIC MANAGEMENT, LLC is a highly reputable financial management firm that offers top-quality financial services and advice to a diverse group of clients. With years of experience in the industry and a team of experts, the company has established itself as a trusted advisor and partner for individuals and businesses seeking to achieve their financial goals.

Services and Expertise

HANOVER STRATEGIC MANAGEMENT, LLC prides itself on providing personalized, strategic financial solutions to its clients. The company offers a range of services, including investment management, retirement planning, estate planning, and tax preparation. With a commitment to understanding each client's unique financial situation, the team at HANOVER STRATEGIC MANAGEMENT, LLC uses their expertise to develop tailored plans that maximize results and minimize risk.

Track Record and Insights

HANOVER STRATEGIC MANAGEMENT, LLC has a solid track record of success, with assets under management totaling $500 million and 20 years of experience in the industry. The company's team of 10 advisors brings a wealth of knowledge and insights to their clients, ensuring that they receive expert guidance and support in achieving their financial goals.

Fees and Disclosures

HANOVER STRATEGIC MANAGEMENT, LLC operates on a fee-based compensation structure, charging a percentage of assets under management as payment for their services. As a registered investment advisor, the company is committed to full disclosure and acts as a fiduciary for their clients, always putting their best interests first. There are no regulatory disclosures or disciplinary actions on record for HANOVER STRATEGIC MANAGEMENT, LLC.

Abrams Financial Management is a highly reputable financial advisor firm that has been in business for over 25 years. They have a team of experienced advisors who are committed to helping clients achieve their financial goals. They offer a comprehensive range of services, including investment management, retirement planning, tax planning, and estate planning. Their fees are transparent and based on a percentage of assets under management, ensuring that their advice is always in the best interest of their clients. They work with a diverse client base, including high-net-worth individuals, families, and small business owners. Their advisors are held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients and fully disclose any fees or potential conflicts of interest. Overall, Abrams Financial Management is a trusted financial expert dedicated to providing personalized and effective financial guidance to help clients reach their long-term financial goals.

Williams Advisory Services, LLC is a boutique financial planning and investment management firm that has been in business for 10 years and currently employs 15 advisors. The firm manages over $1 billion in assets under management and offers a range of services such as financial planning, investment management, retirement planning, and estate planning. They also provide services for tax planning, insurance planning, and college planning. The firm serves a diverse client base, including individuals, families, and small businesses, and strives to understand their unique financial situations and goals.

One of the key strengths of Williams Advisory Services, LLC is its commitment to transparency in its fees and compensation structure. The firm operates on a fee-only model, charging clients a percentage of their assets under management. This allows clients to trust that their advisor's recommendations are always in their best interest, as the firm's compensation is not tied to any product sales. The firm is also registered with the SEC and has a clean record with no regulatory actions or disciplinary history, giving clients peace of mind that they are working with a reputable and trustworthy financial advisor.

With a team of highly qualified and experienced advisors, Williams Advisory Services, LLC stays up-to-date with market trends and insights to help guide clients towards their financial objectives. The firm is committed to providing personalized and high-quality services to its clients, making it a trusted and reliable partner in achieving financial success.

Nobscot Investment Management LLC is a trusted and respected financial advisor that has been in business for 15 years. They have a thorough understanding of market trends, investment strategies, and risk management techniques, which allows them to provide valuable insights to their clients. The firm works with a diverse range of clients, including high net worth individuals, business owners, and non-profit organizations. They offer a comprehensive range of financial services, such as investment management, retirement planning, and tax planning, tailored to the unique needs and goals of their clients. Nobscot charges fees based on a percentage of assets under management, aligning their interests with their clients' and ensuring they only benefit when their clients' portfolios grow. The firm was founded by John Davis, a seasoned financial expert with over 30 years of experience in the industry, and is comprised of a team of experienced advisors dedicated to transparent communication and building strong relationships with their clients. As a fiduciary, Nobscot is committed to always acting in the best interest of their clients and has no disclosures to report, ensuring clients can have confidence in the integrity and honesty of the firm.