We Are a group of qualified Financial advisors, ABRG Consulting LLC, focuses on techniques to increase your wealth and Financial security.
ABRG Consulting LLC was started by Jose Abraham Ferreira. Abraham founded the business after seeing the demand for cost-effective, qualified Financial planning guidance in the Transportation area.
We are among a small number of completely independent advisory firms. Private owners own us. No banks or other Financial entities are Financially connected to us. We strictly adhere to the "no commission" rule. The only payments we get are straight from clients..
Because of our total independence, we can create Financial plans (or Financial strategies) with objectivity. We advocate tactics rather than items.
Our Philosophy.
We don't market goods. We offer Financial guidance.
This implies that the only factor influencing our strategic Financial strategies is your requirement. The most significant stakeholders for us are our clients, who are not merely a means to an end..
What we do
We can assist you with all of your Financial counseling needs, whether they are straightforward or unusual.
Simply put, we collaborate with each client to create, implement, and maintain a complete Financial strategy that helps them to increase their wealth, achieve their lifestyle goals, and manage risks.
- We can help you achieve your goals, no matter how big or small they may be
- We can assist you to become Financially secure
- We can help you make smart decisions with your money
Our values
We have three core values which form the basis for everything we do.
1. Independent
Protecting your Financial interests from potential conflicts of interest.
No custody — An independent custodian holds our clients' Financial and creates an independent, insurmountable barrier between our firm and our clients' portfolios.
Fee only — We charge a fee for managing our clients' portfolios; it is our only compensation. We do not earn commissions, transaction fees, or other promotional or distribution fees.
No proprietary products — Since we do not create or sell proprietary products, we are free to recommend only those that deliver the best long-term results for our clients.
2. Integrated
Managing your Financial affairs with a comprehensive approach.
Extensive business experience — Our team members come to the firm from a variety of business backgrounds including public accounting, real estate management, capital formation, debt restructuring, and contract negotiation.
Multi-discipline — Our services extend beyond investment advisory services to include income tax and philanthropic planning and estate work.
3. Teamwork
Serving you with a long-standing team of professionals with rich business backgrounds.
Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.
Long-time, stable team — Our team has worked together for almost 20 years.
Diverse business background — Our associates include a CERTIFIED Financial PLANNER and have experience in public accounting, real estate management, bank relations, and construction management.
Ready to start the conversation?
Request your complimentary first appointment.