Newark, United States
Mallard Financial Partners Inc. is a United States based company founded in 1996 with the slogan "Gain clarity and peace of mind with fee-only financial planning."
The company is known for its commitment to fee-only financial planning, providing tailored financial management strategies to their customers at every stage of their financial journey. Mallard Financial Partners offers guidance on tax strategy, nest egg growth, and recently announced a Nonprofit Division targeting small to medium-sized nonprofits to strategize their investments for delivering better services to their communities.
Mallard Financial Partners Inc. positions itself as a thoughtful, attentive team dedicated to helping individuals and nonprofits plan for their financial future. The company is registered with the Securities and Exchange Commission as an Investment Adviser providing investment advisory services, with a focus on taking the worry out of managing investments to enable customers to concentrate on making a positive impact in their communities.
For more information about Mallard Financial Partners, visit their website at https://www.mallardfinancial.com/
It is important to note that Mallard Financial Partners advises individuals to understand the differences in brokerage and investment advisory services and fees. The company recommends utilizing free and simple tools available at www.investor.gov/CRS to research firms and financial professionals, further providing education materials about broker-dealers, investment advisers, and investing.
