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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Amelia Hoffman is a financial advisor with The Mather Group, LLC. Carol has been in the industry since February 2008 and is registered as an Investment Advisor Representative in Ohio. She holds the Series 65 license and is a Certified Financial Planner. Carol's experience and qualifications enable her to provide financial planning and portfolio management services for individuals, families, and charitable organizations. The Mather Group, LLC is a firm that provides a range of financial services, including financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of total net worth
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2
OH
05/26/2023 - Present
THE Mather Group, LLC (Cincinnati OH)
IA
Issued 12/29/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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