Best Times Financial

Best Times Financial Planning was founded in 1983 by Jack Best. We help our clients: - Make smarter decisions in today’s uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial expert. Isn't that the role you want your Personal CFO to take? We work with Serving Leaders, those who put their families and their communities first, to potentially optimize the impact they can have. Our Custom Wealth Architect Process involves five steps: 1) Foundation Dialogue- Allows you to determine if our process benefits you. Allows us to determine if we want to work with you. 2) Strategic Blueprint- You discover your financial, estate, tax opportunities and gaps, how we can help and our cost. After this meeting you decide if we work together. 3) Goals Navigator- Together we explore the objectives of your financial independence, investments, business exit strategy and estate 4) Solution Activator- We work with your advisers to provide and implement solutions to better meet your objectives then you currently have. 5) Custom Wealth Inspection- On an annual basis we update your plan Best Times Financial Planning was founded in 1983 by my father, Jack Best. I succeeded him in 2007. Our offices are in Syracuse and Rochester. We provide the best of both worlds: the resources of a large company and the personal attention you deserve. Securities and advisory services offered through Commonwealth Financial Network?, www.FINRA.org www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use www.commonwealth.com/termsofuse.html. This communication is strictly intended for individuals residing in the states of NY, CA, NC, Il, PA,MA,OH, FL,VT,SC.

网站

https://www.besttimesfinancial.com

Best Times Financial 的外部链接

所属行业

金融服务

规模

2-10 人

总部

Fairport，NY

类型

私人持股

创立

1983

领域

Financial Planning、Estate Planning、Exit Planning Business Owners、Tax Deferral和Tax Minimization