Landing Point Financial Group- Financial Advisor Avon, OH

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About Landing Point Financial Group

We understand the challenges that individuals and families face when it comes to their financial well-being. We recognize that navigating the complex world of finance can be overwhelming and often leaves people feeling uncertain about their future. That's where we come in.

In an ever-changing world, having a trusted advisor by your side is crucial. Landing Point Financial Group brings together a team of professionals with the expertise to add value and knowledge to your financial journey. Our advisors stay versed in the latest industry trends and are committed to providing the best possible advice and solutions, tailored to your ever-evolving situations.

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General Information

Firm Start Year

2004

No. of Employees

20-49

CRD#

6653328

Firm CRD#

312978

Name of Custodial Firm

Fidelity Investments

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Risk Management

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Firm's Number of Clients

Assets Managed by Firm

$275,000,000

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets, Flat Fee

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892801/paladinregistry-Landing-Point-Financial-Group-detailed-disclosure.html

Disclaimer

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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Landing Point Financial Group