Don't Be Just Another Account
Tired of feeling like a number? You are not alone.
The single biggest complaint investors have about
their current relationship with their Financial Advisor
is that they feel like a number. They seldom get the
personalized service they deserve.
When you work with Cathy Pareto and Associates
you will experience the difference it makes to have
a knowledgeable Advisor who truly understands
you and cares about helping you meet your goals.
Experience a more personal approach to financial
planning and investing.
To us you will never be just another account.
Working With an Independent
Fee-Only Advisor
Cathy Pareto and Associates is an independent Fee-Only investment
management and financial planning firm. We provide personalized ongoing
or hourly based financial planning and investment management services to:
More and more individuals and families are using the services of fee-only
independent advisors to help them with their personal financial plans and
investments. The reason for this trend is simple, you have a dedicated
professional that has your best interest at heart.
Read Investing in More Objective Advice.pdf A Guide to Working With an
Independent Registered Investment Advisor. Published by
Charles Schwab & Co.
Tired of feeling like a number? You are not alone.
The single biggest complaint investors have about
their current relationship with their Financial Advisor
is that they feel like a number. They seldom get the
personalized service they deserve.
When you work with Cathy Pareto and Associates
you will experience the difference it makes to have
a knowledgeable Advisor who truly understands
you and cares about helping you meet your goals.
Experience a more personal approach to financial
planning and investing.
To us you will never be just another account.
Working With an Independent
Fee-Only Advisor
Cathy Pareto and Associates is an independent Fee-Only investment
management and financial planning firm. We provide personalized ongoing
or hourly based financial planning and investment management services to:
More and more individuals and families are using the services of fee-only
independent advisors to help them with their personal financial plans and
investments. The reason for this trend is simple, you have a dedicated
professional that has your best interest at heart.
Read Investing in More Objective Advice.pdf A Guide to Working With an
Independent Registered Investment Advisor. Published by
Charles Schwab & Co.
Press and Media Room
Click here for press releases, media contact and
current media work.
What's Current
07/01/08 Consumer Reports Cathy Pareto gets
quoted on Expecting the unexpected - Keep your
finances on track by anticipating bumps in the
road.
6/18/08 Daily Business Review Cathy Pareto
gets quoted on "Not the Usual Suspects in
Foreclosure Litigation" by Polyana da Costa.
6/16/08 WLRN Radio Topical Currents Listen to
Cathy Pareto on WLRN's Topical Currents this
upcoming Monday, June 16th at 1:00pm on
91.3FM or on WLRN Digital Channel One. Cathy
will discuss financial tips during a recession.
6/12/08 BusinessWeek Online Read Cathy's
quote in Ben Steverman's article "Beware of
Higher Interest Rates - Rising inflation means
rate hikes could come sooner than you think.
6/12/08 Investopedia just published Cathy
Pareto's "Mutual Fund Or ETF: Which Is Right For
You?" Click here to read it.
6/10/08 El Nuevo Herald featured Cathy Pareto
and Associates in the home page of their
Business Monday paper in Spanish Titled "La
Brujula de Sus Finanzas"
6/8/08 Financial Advisor Magazine Will higher
income investors be prepared when they get the
green light two years from now to convert
traditional IRAs to Roth IRAs for the first time?
Read Cathy's quote on Financial Advisor
Magazine's article Sweet Deal by Tracey Longo.
6/4/08 The Wall Street Journal Cathy was
quoted in "Little-Known Tax Tactic May Save
Retirees Money " by Arden Dale, where she
discusses how Corporate Executives can save
big using a little known trick known as Net
Unrealized Appreciation (NUA). This was
published in the hard copy of The Wall Street
Journal.
Click here for press releases, media contact and
current media work.
What's Current
07/01/08 Consumer Reports Cathy Pareto gets
quoted on Expecting the unexpected - Keep your
finances on track by anticipating bumps in the
road.
6/18/08 Daily Business Review Cathy Pareto
gets quoted on "Not the Usual Suspects in
Foreclosure Litigation" by Polyana da Costa.
6/16/08 WLRN Radio Topical Currents Listen to
Cathy Pareto on WLRN's Topical Currents this
upcoming Monday, June 16th at 1:00pm on
91.3FM or on WLRN Digital Channel One. Cathy
will discuss financial tips during a recession.
6/12/08 BusinessWeek Online Read Cathy's
quote in Ben Steverman's article "Beware of
Higher Interest Rates - Rising inflation means
rate hikes could come sooner than you think.
6/12/08 Investopedia just published Cathy
Pareto's "Mutual Fund Or ETF: Which Is Right For
You?" Click here to read it.
6/10/08 El Nuevo Herald featured Cathy Pareto
and Associates in the home page of their
Business Monday paper in Spanish Titled "La
Brujula de Sus Finanzas"
6/8/08 Financial Advisor Magazine Will higher
income investors be prepared when they get the
green light two years from now to convert
traditional IRAs to Roth IRAs for the first time?
Read Cathy's quote on Financial Advisor
Magazine's article Sweet Deal by Tracey Longo.
6/4/08 The Wall Street Journal Cathy was
quoted in "Little-Known Tax Tactic May Save
Retirees Money " by Arden Dale, where she
discusses how Corporate Executives can save
big using a little known trick known as Net
Unrealized Appreciation (NUA). This was
published in the hard copy of The Wall Street
Journal.
| (c) 2008 Cathy Pareto & Associates, Inc. All rights reserved |
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read, understand and will abide by our terms of use, legal notices, and disclaimers.
Let's Talk
We invite you to schedule a meeting with
us for a complimentary review of your
financial situation. Call us today at
305-728-7234 or fill out our contact form so
we can call you.
We invite you to schedule a meeting with
us for a complimentary review of your
financial situation. Call us today at
305-728-7234 or fill out our contact form so
we can call you.
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Wealth Building Strategies Blog Click here
Hablamos Español
Contactenos al 786-375-1698
para una consulta gratuita
Contactenos al 786-375-1698
para una consulta gratuita
As seen in Forbes Magazine Cathy Pareto And Associates has been selected as one of the "Top 10 Most Dependable Wealth Managers" for Women in the US. Click here to see the listing |
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cathy pareto
fee only advisor
