Klimis & Associates Advisory provides financial planning services. They analyze your financial situation, goals, and comfort level to create a custom plan. This plan may include recommendations for insurance, retirement accounts, and investments. Klimis & Associates Advisory does not implement the plan, but their representatives are also registered with FSC Securities Corporation, a broker/dealer, and can assist with portfolio construction for commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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