2019 Best FEE ONLY Financial Advisor USA FINTECH AWARDS
As the rigorous selection and judging process for the Finance Monthly Fintech Awards comes to a close, I am delighted to inform you that you are the winner of the following award:
Insurance – Advisory Firm of the Year – USA
The Finance Monthly awards team extend their warmest congratulations.
Our voting notification email was sent to our entire readership database – over 195,880 contacts were emailed. In total we received an 9.3% response rate equating to 18,216 votes.
This year our research department adhered to the following six-point criteria when selecting the winners from the voting shortlist:
The number of vote nominations received
Innovation and development within the last 12 months
Strategic vision and implementation
Amount of documented activity in the last 12 months when compared to industry peers
Supporting material, covering statements and evidence supplied
The Finance Monthly Fintech Awards recognize the innovators, the disrupters, the early adopters and the those that design and implement Fintech solutions for the sector.
“Our Fintech Awards acknowledge and reward the individuals, fintech firms, start-ups and banks who are recognized as leaders in their area of expertise.
We accepted nominations from those that devise and design new financial technology solutions, those that implement systems, and those who adopt new systems and technology”. (Fintech Magazine)
2019 Best Fee Only Financial Planning USA
“We focus 100% on our client’s financial outcomes, customize their financial plans and invest for their best interests.
As a fee-only firm, our fiduciary responsibility is to always make our client’s interests our highest priority”, says Michael Minter managing partner of Mintco Financial.
“Though uncertainty is high, we want to emphasize that we are focused on meeting the challenges of navigating this environment and taking advantage of the opportunities that it presents.
In addition to analytical expertise, conviction, and patience, we think our ability to navigate this environment and make effective long term decisions requires that we think creatively, expand our knowledge base, and stay intellectually honest by challenging our own views”, says Minter.
Mintco Financial Advisors Financial Planning Services Florida – NY:
Investment Advising & Portfolio Design
Considering the client’s risk tolerance, investment policy and time horizon, Mintco Financial Advisors provide asset allocation and portfolio design that is conscious of underlying expenses and performance.
Cash Flow and Retirement Planning
We assist and prepare you for the day you no longer have “earned income” or when you transition into your retirement lifestyle. We advise clients on budgetary concerns and savings plans.
As a licensed insurance consultant for the majority of all states, we can objectively assess your current needs or review insurance already in force. We advise and educate our clients on the details of policies, including health, life, property and liability insurance.
We assist clients in making plans for an orderly transfer of assets as well as maximizing the inheritance to heirs. Detailed reviews of current beneficiary designations, wills and trusts helps our planners determine what is next for the client in their estate planning path. Having established several relationships with estate-planning attorneys, we are able to refer our clients to a counselor that best fits their unique needs. We do not offer legal advice.
PROTECT WHAT YOU’VE BUILT EMBRACE WHAT COMES NEXT.
Contact us for a complimentary meeting at
813-964-7100 or 716-565-1300