A complete list of active advisors currently associated with Foy Financial Services, Inc.

Warmer can help you find a great advisor at Foy Financial Services, Inc. or one who fits your needs even better.

The firm provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth and retirement accounts, and also accepts corporate and trust accounts. It offers direct advisory services and acts as a strategic partner to other advisory firms under solicitor agreements that place client assets into its SELECTOR Money Management programs. Investment management is based on a trend-following, asset-allocation discipline that emphasizes diversification across mutual funds, ETFs, closed-end funds, and variable annuity subaccounts, with systematic adjustments to equity-versus-bond ratios as market stages change. The firm offers multiple pre-defined management styles spanning aggressive growth to income-oriented allocations and includes financial planning and estate/retirement planning services at no additional charge when clients use its asset-based advisory services. Notable differences from many peers include operating solicitor relationships and providing model management to other advisors despite being a very small independent firm with a single advisory professional, a practice that is less common among firms of this size. The firm also reports no disciplinary history, does not accept commissions or dual registrations, and discloses a long-standing Better Business Bureau membership and complaint history as part of its disclosures.

To learn more about the advisors currently working at Foy Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.