Financial One, Inc.
Financial One, Inc. (CRD# 168061) is a financial advisory firm headquartered in Boca Raton, FL. They manage $15,585,505 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$299,721
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Howard Schwartz (CRD# 828039) is an Investment Advisor Representative working at Financial One, Inc. in Boca Raton, FL and has over 16 years of experience in the finance industry.