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    • Client Experience
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  • Client Experience

some of Our client experience

Gustav G.

Working with Frank has been outstanding. He has delivered class A service and has an excellent knowledge of funds and hedge funds. Having him as an advisor has placed my hedge fund and will take my hedge fund to a different level.


Edward H.

I highly recommend Frank Nagy Financial Services for their outstanding expertise in fund creation. Frank's extensive background in securities trading, mortgage lending, and fund setups checked all the boxes needed to create my fund for purchasing apartment buildings and commercial properties. He and his team handled everything seamlessly, from the OM and LPA to corporate registration. Frank is great to work with, and the costs were exceptional. If you're looking for reliable and knowledgeable financial services, Frank Nagy is the best choice. 

  

Phil M.

Frank is an expert in fund management and administration and was a great help to me in setting up my hedge fund. Frank saved me so much time and money because he knows all of the best resources needed to support a fund launch. Frank is also a pleasure to work with. Frank is an expert in fund management and administration and was a great help to me in setting up my hedge fund. Frank saved me so much time and money because he knows all of the best resources needed to support a fund launch. Frank is also a pleasure to work with.

  

Seth T.

As an emerging hedge fund manager looking for guidance on how to set up my first fund, I spoke to numerous lawyers and other professional specialists who seemed to only know their little piece of the hedge fund puzzle. Fortunately, I came across a few of Frank’s videos on YouTube. I then ordered and read his book, and called to schedule an initial consultation. Within minutes, I knew I had found the right guy. Frank had an incredible depth of industry knowledge and truly understood all the various components that were needed to successfully start and manage a fund. He has been instrumental in helping us through the entire fund formation process. I have not asked a single question that he didn’t have both a book-smart and street-smart answer to. His professional vendor network is top notch. He is fun, funny, and a pleasure to work with. We truly feel that he is part of our team and wants us to win. Highly recommended. 

  

Melanie W.

Our first experience with Frank was representative of how he operated and serviced his clients. We had been given his name to assist with our offshore fund setup and called him but had left a voicemail. Within minutes, Frank returned our call with a wealth of information and simple steps on how to proceed. Frank sets a high 'bar' in terms of client service, and equally important, he shares his knowledge, experience, guidance, and willingness to introduce professional contacts without hesitation. His follow-up and responsiveness are rare in today's world! We highly recommend Frank. 

  

Nasir P. 

I highly recommend Frank he is a true professional in his industry and will always give you the best guidance and work you could expect! I highly recommend Frank he is a true professional in his industry and will always give you the best guidance and work you could expect!

  

Drew C.

We've been working with Frank for about 4 months now and he has been one of the most helpful assets in starting our new business! He’s Proved himself on multiple occasions as well as just being a pleasant and easy going person to talk to and work with. We plan to work with Frank for the foreseeable future and highly recommend him to our associates. 


Shane C. 

While consulting for an organization that needed help and guidance in getting a hedge fund up to speed, I was recommended to Frank by another previous client of his that he helped with their Prop Firm. Frank did an incredibly thorough job in helping to ensure all the proper forms, paperwork, and entities were set up. Additionally, his communication was exactly what you'd hope would be working to setup a financial organization. Not that I'd promote anyone doing this to him too often, but if you needed Frank, almost no matter the day or hour, he was there for us. Frank also has what seems to be an endless stream of direct connections in the industry. Do the right thing for yourself and your business - go with Frank! 

  

Anne H.

Frank was an incredible help to us to get our BVI fund set up. He knows all the right people and helped us navigate through the Financial Services without us having to go on a hockey stick like learning curve. I would recommend Frank to anyone who is looking to fast track their way to successful implementation of a new fund.  

  

John B.

Frank is a consummate professional, he helped us start our fund from scratch. He helped us set up everything we needed from compliance to auditors. The process has been quick, diligent and easy. I highly recommend Frank's services to anyone looking to start their own fund. Frank is a consummate professional, he helped us start our fund from scratch. He helped us set up everything we needed from compliance to auditors. The process has been quick, diligent and easy. I highly recommend Frank's services to anyone looking to start their own fund.

  

Kerry A. (Attorney) 

I've worked with Frank for close to a decade now in setting up funds and advising new managers. During that time, Frank has shown himself to be knowledgeable, practical and effective at leveraging his wide network. Frank is good at what he does, and I certainly recommend him to any new fund manager or player in the financial services industry.

  

Zach Z. (Attorney) 

With hedge funds and prop shops alike, I can't recommend Frank Nagy highly enough as a quarterback for assembling vendor teams, documents, and lists of necessary licenses. Naturally I'm particularly familiar with his work on documentation, given the help I provide on the legal side, but Frank has all the other bases covered, as well. For solos, small businesses, and first-timers looking to get into money management, you could do a *lot* worse than Frank Nagy Financial Services, for just about any service you need as you get started. 

  

Luis M.

It’s great working with frank. Very professional and he’s been hands on with everything. His knowledge in the financial field has helped us in many ways and his work ethics have been of 0 complaint. I highly recommend him. It’s great working with frank. Very professional and he’s been hands on with everything. His knowledge in the financial field has helped us in many ways and his work ethics have been of 0 complaint. I highly recommend him.

  

Gord F.

I have known Frank for almost 4 years and he has had a profound impact on me in both my personal life and in business. When building out our business model for both the Fund and our Broker Dealership, Frank played a crucial role in the successful design and structuring of these businesses. Through Frank's collaborative approach and experience I learned of his global business philosophy in not just building a business, but also equally important in developing the individuals operating that business. Frank firmly believes in providing support and care for all aspects of the business planning model and he will be a very dependable mentor to anyone seeking to build a finance business in these times of unpredictability. Just be ready to work hard, as Frank's passion and dedication will be instrumental in your success. Thanks Frank....lets keep given'r! 

  

TOM G.

Frank is not just experienced in the Hedge Fund, Broker Dealer, Banking and Finance industries but carries himself in a truly professional manner. Frank's experience and relationships were critical to our group in getting our fund set up and we have yet to find a more knowledgeable or cost-effective source for starting a professional fund or broker dealer. We are grateful to the sources that referred us to Frank, and we gladly recommend anyone looking to engage him. 

  

Harley J.

Frank is a good friend of mine and has high integrity as a business professional. 


Jitka H.

I know Frank for over 10 years, not only as an outstanding service provider and business partner, but also as a very reliable and good friend. He is the person you are looking for, trustworthy, consistent, knowledgeable and dependable. Our long term business relation proofs the satisfaction with Franks Financial Services. 

  

Wendell T.

Frank is a detail-oriented professional and prompt in responding to client needs and calls. He can be relied upon to back up what he does and is always available for consultation as required in making sure his clients attain their goals for the service he provided. He is unlike other service providers who are nowhere to be found after service is rendered and payment is made. 

  

Jerry M. 

Frank is a very professional, honest professional, willing to provide more than bargained for. I would recommend Frank to anyone who wants to raise capital to build their business. He is very concise, and his fees are most reasonable.  

  

Sol P.

I have known Frank for over 10 years, and I value our friendship. He has served on our advisory board sharing great ideas and giving us direction on fundraising and donor development. Frank is a professional, proactive, reputable and godly man and leader. 

  

Tee D.

During the over 8 years I've worked with Frank Nagy, I've found him to be the no nonsense, serious, focused professional consultant to hire for financial services. Frank's knowledge and patience is in my opinion, second to none. I respect his advice and recommend him highly.


Contact us to learn more about starting a Hedge Fund. 

Frank Nagy Financial Services, LLC

334 East Lake Rd. #191, Palm Harbor, Florida 34685 USA

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IS PROVIDED AS GENERAL INFORMATION, AND DOES NOT CONSTITUTE INVESTMENT, LEGAL OR TAX ADVICE OR SOLICITATION OF SUCH SERVICES. 

FRANK NAGY FINANCIAL SERVICES DOES NOT OFFER OR SELL SECURITIES. 


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