Properties (70)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:conducts |
financial workshops
|
| gptkbp:established |
2000
|
| gptkbp:has |
a strong online presence
online account management tools multiple branch locations a diverse client base a dedicated research team a user-friendly website a strong social media presence a strong online community a commitment to diversity and inclusion a dedicated customer support team a strong referral network partnerships with various banks a referral program for clients a mobile app for clients a newsletter for clients a client satisfaction guarantee a strong compliance program a blog on financial education a team of certified financial planners a team of investment analysts headquarters_in_the_United_States |
| gptkbp:has_a_focus_on |
client education
|
| gptkbp:headquarteredIn |
gptkb:New_York_City
|
| https://www.w3.org/2000/01/rdf-schema#label |
smart Financial Services
|
| gptkbp:is_a_member_of |
gptkb:the_Financial_Planning_Association_(FPA)
|
| gptkbp:is_committed_to |
ethical practices
|
| gptkbp:is_governed_by |
the_Financial_Industry_Regulatory_Authority_(FINRA)
|
| gptkbp:is_involved_in |
community outreach programs
sponsoring local events financial advocacy efforts |
| gptkbp:is_known_for |
customer service excellence
customized investment strategies transparent fee structures innovative financial solutions |
| gptkbp:is_recognized_for |
sustainability initiatives
industry awards |
| gptkbp:offers |
financial planning services
insurance products retirement planning services tax planning services financial literacy resources debt management services investment management services financial health assessments college savings plans business succession planning financial planning for families financial modeling services socially responsible investment options charitable giving strategies financial goal setting tools financial workshops for businesses retirement income planning services financial planning for freelancers wealth_management_services |
| gptkbp:provides |
risk assessment services
personalized financial advice estate planning services investment research financial coaching services investment education resources market analysis reports comprehensive financial reviews financial planning for retirees portfolio analysis services |
| gptkbp:serves |
individual clients
business clients |