Statements (55)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:financial_services
|
| gptkbp:founded_in |
gptkb:2000
|
| gptkbp:has |
gptkb:mobile_app
annual reports financial advisors online resources social media presence investment strategies investment options client satisfaction surveys client testimonials educational seminars customer support team partnerships with banks financial calculators network of professionals diversified services financial newsletters client onboarding process |
| https://www.w3.org/2000/01/rdf-schema#label |
smart Financial Services
|
| gptkbp:is_a_member_of |
National Association of Personal Financial Advisors (NAPFA)
|
| gptkbp:is_committed_to |
ethical practices
|
| gptkbp:is_focused_on |
long-term relationships
client goals |
| gptkbp:is_involved_in |
gptkb:investors
community outreach |
| gptkbp:is_known_for |
personalized service
transparent fees |
| gptkbp:is_located_in |
gptkb:United_States
|
| gptkbp:is_recognized_by |
industry awards
|
| gptkbp:is_regulated_by |
gptkb:Financial_Industry_Regulatory_Authority_(FINRA)
|
| gptkbp:leadership |
gptkb:financial_technology
|
| gptkbp:offers |
insurance services
investment management financial literacy programs retirement accounts tax planning services debt management services college savings plans business succession planning charitable giving strategies |
| gptkbp:provides |
gptkb:Wealth_Management
market analysis financial planning risk assessment estate planning financial workshops financial assessments portfolio analysis |
| gptkbp:serves |
individual clients
business clients |
| gptkbp:specializes_in |
retirement planning
|
| gptkbp:uses |
gptkb:Accounting_Software
|
| gptkbp:bfsParent |
gptkb:Daimler_Financial_Services_AG
|
| gptkbp:bfsLayer |
6
|