John Mersek, the founder of Essential Investing, is pleased to announce that the firm has reached a fifth anniversary status in its business operations. The registered investment advisor (RIA) agency was founded in 2015 to offer clients’ investment services throughout Arizona. The agency has a wide range of types of investments which it researches and presents to its clients. The company has three major elements to its service portfolio: Investment Management, Financial Planning, and Due Diligence/Consulting.
Without the need to stay with a particular type of investment or brand of products, the advice is tailored to the client’s needs and economic status. Because the firm is not constrained in its investment vehicles, it can recommend actions on anything worthwhile. No outside influences are directing clients toward a particular fund or opportunity.
Additional details about the company and its services can be seen at http://www.essential-investing.com
Because the firm’s viewpoint extends beyond traditional investment vehicles such as bonds and stocks, more sophisticated technology is utilized to help make sound long-term decisions. Wealth management and the world of investment have become more complex over the years, focusing on essential elements to investment planning, consulting, and management. The advisors look for investment opportunities and assess the financial picture, management team, and structure of the deal before determining the client’s right course of action.
As a registered advisory firm, the management fee is charged based on the number of managed assets. Because the firm doesn’t collect commissions, the management team’s only incentive is to grow the clients’ accounts. Essential Investing has made a conscious decision to undercharge in relation to most of its competitors in the industry. The business model’s savings can be passed on to the clients.
About the Company:
Essential Investing was launched by John Mersek in 2015 to provide reliable consulting and investment management services. The founder/owner of the firm is a registered investment counselor and advisor.
Company Name: Essential Investing
Contact Person: John Mersek
Email: Send Email
Phone: (602) 529-8925
Address:4067 E Shangri La Rd
State: AZ 85028
Country: United States