Fee Only Fiduciary Wealth Manager

Fee Only Fiduciary Wealth Manager We are a Fee-Only Financial Advisory and Investment Management Firm that provides unbiased advice an

We provide unbiased advice and practice comphrensive advicing. We offer investment management, tax support and insurance review.

10/15/2021

Fee only is the only fiduciary

09/15/2020

According to my calculations
━━━━━ ━━
┃ You should ┃
┃ follow ┃
┃ me ┃
└━━━━━━ ┘
7 ┃ 8┃ 9┃ / ┃
━┛━┛━. |━ ┛
4 ┃5 ┃6 ┃ + ┃
━┛━┛━┛━ ┛
1 ┃ 2 ┃ 3 ┃ = ┃
━┛━┛━┛━ ┛

03/20/2018

A new survey says that 85% of CFPs are sales people working at brokers, insurance companies and banks. The lack of trust and misrepresentation by the CFP board is highly aeregious.

This suggests that only 15% care about conflicts of interest and work as a fiduciary.

Don't trust a CFP.

Only Registered Investment Advisors are Fiduciaries.

It matters how an advisor is registered. The letters after their name have no value!

01/21/2017

Department of Labors Fiduciary Rule to be modified/terminated by Trump admin.

11/01/2016

It is hard to believe how incorrect the Department of Labor is when it comes to Fiduciary status. In their ruling, they have created an environment that makes it worst for people searching for financial advice. The real problem is knowing if if are working with a Registered Investment Advisor(RIA) OR a broker/dealer, insurance company, bank. Some are dual registered wearing both hats so you never know if they are doing the right thing.

10/30/2016

This is the only type of financial advisor you need.

10/30/2016

A true fiduciary level of service.

04/27/2010

Started the initial process. More to come.

Address

Farmingdale, NJ
07727

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17326832330

Website

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