Our Clients

What is a typical Parsons Financial Advisors client like?

We look for clients who want to make proactive changes in their financial lives and who are looking for a trusted financial team to provide guidance in prioritizing and organizing their financial affairs. Our fully engaged clients make sure to take advantage of all the services we offer across the firm. We cherish long-term relationships with our clients and love what we do.

Who Are Our Clients?

We work with highly-motivated clients who wish to leverage the financial complexities of life to a professional team of experts whose goal is to help them work toward achieving financial confidence. Our clients include small business owners, retirees, those looking to retire or make work optional, married couples and domestic partners just starting to plan for their futures, widow(er)s and others needing assistance in complicated financial matters resulting from the death of a loved one, families looking for optimal ways to transfer wealth across generations, and many more.

Client Education

As professional advisors, we are acutely conscious of the pace and dynamics of change across the financial planning landscape. As we continue to keep abreast of the continuous changes ourselves, we also recognize how important it is to share that information with our clients. Each year, we hold a complimentary series of practical and informative education seminars on topics of interest and importance to our clients.

Additionally, we keep our clients regularly informed on the state of the domestic and global economy via weekly, monthly and quarterly newsletters, as well as information on unforeseen events that may affect clients’ financial situations or decisions. Through our ongoing education series and newsletters, our clients can stay up to date with changes that may impact them, helping them make better-informed decisions about their financial lives.