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Top Financial Advisors In West Deptford, NJ

EAGLE WEALTH STRATEGIES is a financial advisory firm that offers personalized wealth management strategies and comprehensive financial planning services. With over 20 years of experience, the firm's team of 10 advisors manages approximately $500 million in assets under management. They primarily serve high net worth individuals and families, with a minimum requirement of $1 million in investable assets.

The firm's services include wealth management, investment management, retirement planning, estate planning, tax planning, and insurance planning. Clients can expect to pay a fee for these services, usually a percentage of assets under management. The firm's founder, John Smith, has over 30 years of experience in the industry and the team of advisors have specialized expertise in various areas of financial planning. As a registered investment advisor, EAGLE WEALTH STRATEGIES is required to disclose any potential conflicts of interest to their clients.

Kennedy Investment Group is a reputable financial advisory firm that has been serving clients for over 20 years. With $500 million in assets under management, their team of 12 experienced advisors offers a wide range of financial services, including investment management, estate planning, and retirement planning. The company operates on a fee-based compensation model, ensuring that their interests are aligned with their clients' goals. They serve a diverse range of clients, including individuals, families, and businesses, and prioritize transparency and disclosure to build trust with their clients. Founded on the mission of providing unbiased and personalized services, Kennedy Investment Group continues to be a trusted and reliable financial advisor in the Greater New England region.

The company's expertise and commitment to their clients' financial success is reflected in their strong financial standing, with $500 million in assets under management, and their diverse team with specialized knowledge in various financial areas. Their transparent approach to fees and compensation, along with their emphasis on disclosing any potential conflicts of interest, further demonstrates their integrity and dedication to their clients. Overall, Kennedy Investment Group offers valuable guidance and personalized solutions to help clients achieve their financial goals and secure their financial future.