In need of financial advice and guidance? Look no further than OPTIMA TRADE & INVESTMENTS, LLC. With over 10 years in business and $50 million in managed assets, their team of 15 seasoned professionals is dedicated to helping individuals, businesses, and institutions reach their financial goals. They offer a variety of services including retirement planning, investment management, estate planning, tax planning, and insurance planning. OPTIMA TRADE & INVESTMENTS, LLC operates on a fee-only basis, ensuring unbiased and personalized advice with no third-party commissions or compensation. The firm's success is credited to their client-centric approach and fiduciary duty to prioritize clients' interests above their own. Trust in the expertise of OPTIMA TRADE & INVESTMENTS, LLC for all your financial needs.
Anthony Investment Management, LLC prides itself on its commitment to helping clients achieve their financial goals. Through personalized investment management services, the company works with individuals, families, and business owners to create a customized strategy that meets their specific needs.
With over 15 years in the industry, Anthony Investment Management, LLC has a strong track record of success, managing $500 million in assets and working with a team of 10 expert advisors. The company takes a comprehensive approach to financial planning, considering all aspects of a client's financial situation to provide tailored solutions.
The company offers a range of financial services, including financial planning, asset allocation, portfolio management, tax planning, estate planning, and retirement planning. Clients can trust that their interests are always prioritized, as Anthony Investment Management, LLC follows a fee-based structure and does not receive compensation from third-party sources.
Founder John Anthony brings over 20 years of experience to the company, holding certifications such as CFP, CFA, and CIMA. As a registered investment advisor, the company is held to a fiduciary standard and is transparent about any potential conflicts of interest, ensuring trust and integrity in their relationships with clients.
FORT HENRY CAPITAL, LLC is a leading financial consulting firm that offers personalized and expert financial advice and solutions to individuals, families, and businesses. With a team of experienced advisors, the firm has been helping clients achieve their financial goals since 2005. Their wide range of services, including investment management, retirement planning, and estate planning, cater to clients of all sizes and backgrounds.
The firm takes a holistic approach to financial planning, considering all aspects of a client's financial life to provide tailored solutions. They prioritize building long-lasting relationships with clients and provide ongoing support and guidance to help them make informed financial decisions. With $500 million in assets under management, FORT HENRY CAPITAL, LLC has a clean record and transparent fee structure based on a percentage of assets under management.
MCKINLEY CARTER WEALTH SERVICES, INC. offers comprehensive financial planning and investment management services to individuals, families, and businesses. With $1.8 billion in assets under management and a team of 23 experienced advisors, the firm has been in business for over 35 years and has a strong track record of helping clients achieve their financial goals. Their services include personalized financial planning, retirement planning, tax and estate planning, and business succession planning. They serve a diverse range of clients, including individuals, business owners, retirees, and non-profit organizations. As a fee-only advisor, MCKINLEY CARTER WEALTH SERVICES, INC. eliminates potential conflicts of interest by not receiving commissions or third-party payments for recommending products. Founded in 1984 and registered with the SEC, the firm has a fiduciary duty to act in the best interest of their clients. With no reported disclosures as of June 2020, clients can trust in the firm's integrity and commitment to their clients' financial well-being.
SECURITY CAPITAL MANAGEMENT is a highly reputable financial services firm that has been in the business of providing expert guidance and advice to clients for over 25 years. With a team of experienced professionals and a commitment to delivering personalized solutions, the firm has established itself as a trusted partner for individuals and businesses seeking to build and protect their wealth.
The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. Its diverse clientele includes high-net-worth individuals, families, and businesses, and its advisors have the expertise to cater to the unique needs and objectives of each client.
SECURITY CAPITAL MANAGEMENT operates on a fee-based structure, where clients are charged a percentage of the assets under management. This ensures that the firm's interests are aligned with its clients, as the advisors are motivated to help their clients achieve their financial goals. The firm's leadership team comprises experienced professionals who are committed to maintaining high standards of service and always working in the best interests of their clients.
As with all financial advisors, the team at SECURITY CAPITAL MANAGEMENT is required to disclose any potential conflicts of interest to clients. The firm takes its fiduciary responsibility seriously and always puts the interests of its clients first. With a growing asset under management and a strong reputation, SECURITY CAPITAL MANAGEMENT is a reliable partner for those looking to navigate the complex world of finance and achieve their financial goals.
SECURITY CAPITAL MANAGEMENT (HAZLETT, BURT & WATSON, INC.) is a trusted financial management firm that has been helping clients for over 20 years. With over $500 million in assets under management and a team of experienced advisors, they offer personalized solutions to help individuals and businesses achieve their financial goals.
The company's services include wealth management, retirement planning, estate planning, insurance solutions, tax planning strategies, and investment management. They work with a diverse range of clients, including individuals and families, small and medium-sized businesses, non-profit organizations, trusts and estates, and pension plans.
SECURITY CAPITAL MANAGEMENT operates on a fee-based structure, aligning their interests with those of their clients. Their advisors may also act as registered representatives of a broker-dealer, resulting in additional fees and commissions. However, the company follows a strict code of ethics and always puts their clients' best interests first.
Facts and insights about the company include their focus on long-term growth and financial stability, a diverse range of investment options, and continual analysis and adaptation to market trends and economic changes. Their clear communication and transparency, along with their dedication to helping clients through life-changing events, make them a reliable partner in managing finances.
If you're looking for a financial advisor who will provide expert guidance and prioritize your financial success, consider working with SECURITY CAPITAL MANAGEMENT (HAZLETT, BURT & WATSON, INC.). Their track record of success and commitment to transparency make them a top choice for individuals and businesses seeking financial management services.