Landis Fiduciary Services

Landis Fiduciary Services Financial planner in

Landis Fiduciary Services is a well-respected financial planning firm located in the Phoenix time zone, providing expert fiduciary services to clients across America. With a focus on personalized financial advice and management, Landis Fiduciary Services has garnered positive feedback, reflecting their commitment to client satisfaction and financial well-being. Their average rating from reviews highlights their reliability and expertise in helping clients achieve their financial goals.

Services Offered

• Comprehensive Financial Planning
• Investment Management
• Retirement Planning
• Estate Planning
• Tax Planning
• Risk Management

Cost Range

The cost for services at Landis Fiduciary Services can vary based on the complexity and scope of the financial planning required. Typically, clients can expect to pay between 0.5% to 1.5% of assets under management annually. For specific services such as retirement or estate planning, flat fees may be negotiated.

Local Tips

Located in the Phoenix area, Landis Fiduciary Services is conveniently accessible for local clients looking for face-to-face consultations. However, they also offer virtual planning sessions to accommodate clients nationwide, ensuring flexible service regardless of location.

FAQs

What makes a fiduciary different from other financial advisors?

A fiduciary is legally obligated to act in the best interest of their clients, providing unbiased and transparent advice, unlike some financial advisors who may earn commissions on products they recommend.

How can I schedule a consultation?

You can schedule a consultation by visiting the Landis Fiduciary Services website or calling their office directly to speak with a representative.

Do they offer services for small businesses?

Yes, Landis Fiduciary Services provides financial planning and management services tailored to the needs of small businesses, including retirement plan setup and business succession planning.

America/Phoenix time zone
average rating from reviews for Landis Fiduciary Services: