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Mullooly Asset Management, Inc

Mullooly Asset Management

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

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Tom Mullooly Understanding Your Investments is Critical

Understanding Your Investments is Critical

December 22, 2014 by Thomas Mullooly

Here at Mullooly Asset Management, we’re a fee-only investment advisory firm. That means we work exclusively for our clients, we don’t receive commissions to sell anything. We believe in complete transparency and want our clients to feel comfortable with the investment process and what they own.

Confusing statements can be a roadblock for client comfortability. We want our clients (and all investors!) to know exactly what they own. When people don’t know what they own, problems arise.

For clients of Mullooly Asset Management, the message is the same as always: if you need help reading your statements or understanding an investment, just ask. We would be glad to assist you in any way possible. Part of our job is making sure you get this stuff. It’s important to us and we want to help you.

For non-clients of Mullooly Asset Management the message is exactly the same! We would be glad to help you understand any of your statements or investments that don’t make sense to you.

We’re all for transparency in the investment industry. Sadly, this isn’t something that can be said for all professionals in our line of work. Understanding your investments is critical and we want to help you.

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Filed Under: Videos, Asset Management Tagged With: fee-only investment advisor

About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.

1971 State Route 34, Suite 102
Wall Township, NJ 07719

  • 732-223-9000
732-223-9600
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The information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. None of the content contained in this website should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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© 2022 Mullooly Asset Management Inc. All Rights Reserved.