Financial Advisors - About FSA
Any and all other services referenced are an outside business activity not offered through or supervised by AE Financial Services, Inc. (AEFS), member FINRA/SIPC or Financial Services of America Advisors (FSAA), a Registered Investment Advisor. AEFS, FSAA (and any other entities] are all separate and not affiliated entities.
Financial Services of America (FSA) advisors may refer you to local CPAs for tax services (including our business partnership with FSA Tax & Accounting) and attorneys for estate planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if needed, to coordinate and collaborate with you and your advisor on your holistic financial plan (with proper, written authorization).
The Law Offices of Benjamin T. Vader, PLLC for estate planning, Medicaid planning, elder law, wills, trusts and probate assistance.
Why Choose FSA?
Here are five qualities you can expect when working with a financial advisor at FSA:
Our top priority is to really get to know and understand you—your family, your goals, and what is most important to you. This is the most important element to a strong and lasting relationship built on trust.
We make recommendations that align with your unique financial goals and objectives. We’re here to make you comfortable and strive to only invest at your pace, with your style.