Find Top Financial Advisors Near Russellville, Arkansas
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ST. BERNARD FINANCIAL SERVICES, INC.
ST. BERNARD FINANCIAL SERVICES, INC.
Russellville, Arkansas
St. Bernard Financial Services, Inc. is a reputable investment advisory firm based out of Russellville, AR. With a total of 117 employees, including 23 dedicated to investment advisory services, the company boasts a strong team of knowledgeable professionals. Demonstrating their expertise, St. Bernard Financial Services manages an impressive average of approximately $302,520,000 in assets per investment advisor, surpassing the industry average. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management and fixed fees, ensuring that clients receive personalized and tailored services. With over 710 individual clients, the firm oversees a substantial $104,472,000 in assets under management, with a significant portion stemming from employer 401K plans and individuals, accounting for over 80% of their managed assets. St. Bernard Financial Services, Inc. is highly qualified to provide comprehensive management of 401K plans for both employers and employees. Additionally, they offer a range of other services, including acting as a registered representative of a broker-dealer and functioning as an insurance broker or agent. Operating from Russellville, AR, the company maintains an extensive presence with 24 offices, ensuring accessibility and convenience for their clientele. Notably, St. Bernard Financial Services features a team of seasoned advisors, including Windell Cullers, Kathryn Carroll, and Robert Keenan, who bring their wealth of experience to the table. With a track record of success and a commitment to providing top-notch financial services, St. Bernard Financial Services, Inc. stands as a trusted partner for individuals and businesses seeking expert investment guidance and comprehensive wealth management solutions.
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ST BERNARD ASSET MANAGEMENT, INC.
ST BERNARD ASSET MANAGEMENT, INC.
Russellville, Arkansas
St Bernard Asset Management, Inc., based out of Russellville, AR, is a highly reputable and experienced investment advisory firm. With over 30 individual clients and more than $12,088,000 in assets under management, they have built a strong track record of success in the industry. Specializing in managing employer 401K plans and individual investments, St Bernard Asset Management, Inc. has established itself as a go-to choice for both employers and employees seeking expert financial guidance. Over 80% of their assets under management come from these sources, showcasing their proficiency in these areas. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges. This adaptability ensures that clients receive personalized services tailored to their specific needs. With a team of dedicated professionals, St Bernard Asset Management, Inc. is committed to providing top-notch investment advisory services. Despite having only 1 office, they deliver exceptional service and attention to detail to their valued clientele. Each investment advisor at St Bernard Asset Management, Inc. manages an average of approximately $12,090,000 in assets. This impressive figure reflects the firm's ability to handle substantial portfolios while maintaining the highest standards of performance and professionalism. Overall, St Bernard Asset Management, Inc. stands out as a trusted partner for individuals and employers seeking expert guidance in managing their financial assets and securing a prosperous future.
TRUTORO
TRUTORO
Conway, Arkansas
Trutoro, a local investment advisory firm based out of Conway, AR, is a trusted name in the financial industry. With over 1,050 individual clients and an impressive $138,671,000 in assets under management, they have established themselves as a reliable partner for both employers and individuals seeking financial guidance. With 12 offices spread across the region, Trutoro offers personalized investment solutions to their diverse client base. Their services extend beyond investment advisory, as they also operate as an insurance broker or agent, providing comprehensive coverage options. What sets Trutoro apart is their expertise in managing employer 401K plans. More than 80% of their assets under management come from these plans, demonstrating their ability to cater to the unique needs of both employers and employees. Additionally, all of the assets they manage are discretionary, ensuring that their clients' investments are handled with the utmost care and professionalism. Trutoro's compensation structure is flexible, offering options such as a percentage of assets under management and hourly charges. This adaptability allows clients to choose the payment method that best suits their individual preferences and financial goals. The firm boasts a team of 21 highly qualified professionals, with 18 dedicated to providing investment advisory services. Each advisor manages an average of approximately $7,700,000 in assets, showcasing their proficiency in handling substantial portfolios. Notably, Trutoro takes pride in the longevity of their advisors, with Diana Rogers, Jeffrey Fountain, and Gary Seibel being some of the firm's longest-tenured experts. Whether it's managing investments, securing insurance coverage, or advising on retirement plans, Trutoro is committed to delivering excellent financial services tailored to their clients' needs.