HAGAN NEWKIRK
6325 Ranch Drive, Little Rock, AR 72223 Directions
Since 1980
Here’s The Deal:
"Hagan Newkirk Financial Services was founded in 1980. Merlin Hagan is the principal and president of the firm. Their team collectively serves a hundred-plus years of financial industry expertise in driving their investment philosophy and individualized guidance. They provide risk minimization and tax optimization. The firm helps you reach your financial potential; their advisors can build a globally diversified portfolio tailored to these core principles and your financial goals. They have been performed to serve their customers and community by helping them better prepare and manage their financial life. They offer a complimentary qualified plan consult."
SPECIALTY:
Debt, Portfolio, Wealth and Investment Management, 401K, Retirement, Education, Tax, Insurance Services & Financial Planning
TBR® Inspection Report:
BROWN CAPITAL MANAGEMENT, LLC
10816 Executive Center Drive, Suite 103, Little Rock, AR 72211 Directions
Since 2015
Here’s The Deal:
"'Brown Capital Management, LLC' is located in Westlake Corporate Park, Little Rock. BCM advisors have over forty years of combined experience. They are experts in social security planning and portfolio management. The company gives to develop investment strategies designed to minimize risk and maximize returns using some of the most effective financial methods. Their investment strategies are designed with decreased volatility and steady returns in mind. They share an enthusiasm for working with people, developing mutually satisfying relationships, and affording solutions for life's financial challenges."
SPECIALTY:
Investment and Wealth Management, Asset Allocation, Defined Benefit Plan, 401K and Financial Planning, Insurance Solutions, Tax Savings & Business Strategies
TBR® Inspection Report:
FIDUCIARY WEALTH MANAGEMENT
1501 North University Avenue, #714, Little Rock, AR 72207 Directions
Since 2016
Here’s The Deal:
" Fiduciary Wealth Management is a registered investment advisory firm managed by Rocklin Senavinin. FWM specializes in college planning, debt management, cash flow analysis, and other strategies. They utilize a proven process focused on using low-cost investments and a disciplined tax-efficient approach. They are working with their customers; they act as a resource for guidance regarding both their financial and personal needs. Their modernized results are simple to interpret, incorporate state-of-the-art planning tools and technology. They serve with the client’s requirements in mind and seek appropriate investments for them and their families."
SPECIALTY:
Estate, Income, Retirement and Financial Planning, Retirement Savings, Stocks, Mutual and Exchange Traded Funds, Bonds, Benefits Plan Optimization, Social Security, Wealth, Investments & Asset Management