Every client presents a financial puzzle. We help them put the financial pieces together in a way that they understand and that makes sense. One of the most frequent remarks clients make after the initial planning process is complete is "I am so relieved". From college funding to Long Term Care we help you develop a secure financial future.
General Information |
| Firm Start Year: | 1922 | |
| Name of Custodial Firm: | TD Ameritrade |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Advice & Consulting |
Services |
| Can meet clients in the following ways: | Phone, Your Home, Video Conference, Email, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 123 |
| Assets Managed by Advisor: | $500000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee |
Education |
| BS Business Administration | Skidmore College
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| MBA Finance | Babson College
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| BA Political Science | Union College
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| Pre Med | Notre Dame
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| Economics | Providence College
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
