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| Investment Management and Financial Planning |
Time for a New Strategy?
Unhappy with your current Investment Advisor or
Investment Strategy? Feel like they don't listen to your
concerns or worse yet, they avoid your phone calls?
Maybe it's time for a new strategy and a different type
of relationship.
Contact us to find out how we are different.
Fill out our request for information form
Don't Be Just Another Account
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.
Unhappy with your current Investment Advisor or
Investment Strategy? Feel like they don't listen to your
concerns or worse yet, they avoid your phone calls?
Maybe it's time for a new strategy and a different type
of relationship.
Contact us to find out how we are different.
Fill out our request for information form
Don't Be Just Another Account
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.
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 |
Top financial advisor
Top financial planner
Miami financial advisor
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planner
cathy pareto
fee only advisor
Top financial planner
Miami financial advisor
coral gables financial advisor
coral gables financial
planner
cathy pareto
fee only advisor
In The Media
10/01/2008 Worth Magazine has named Cathy
Pareto as one of the top 250 wealth advisors in
the US in the October edition.
09/22/2008 PBS Nightly Business Reports
quotes Cathy Pareto. See transcript here.
09/17/08 Is The Financial Crisis Over? from our
Blog. Click here to read
09/11/2008 Bloomberg News Cathy Pareto gets
quoted by Jeff Plungis in Lehman Customer
Accounts Are Protected by SEC Rules, SIPC
Says.
09/10/2008 Daily Business Review Cathy Pareto
gets quoted by on Captial Sources SIPC Can
Help When Brokerages Get Into Trouble by
Wayne Tompkins.
09/02/2008 CNN Money Cathy Pareto gets
quoted in Retirement Account Rules Catch Many
by Surprise.
Visit our Media Room for a complete list of
media interviews and quotes Click here
Become a Fan
Become a fan of Cathy Pareto and Associates on
Facebook.
Wealth Building Strategies Blog Click here
| (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.
Cathy Pareto And Associates has been honored by Worth Magazine to be included in its annual list of top 250 Wealth Advisors in the US. October 2008 Edition. |