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| Investment Management and Financial Planning |
Time for a New Strategy?
Unhappy with your current Investment Advisor or Investment Strategy? Do you
sense your Advisor may not have your best interest at heart? Feel like they don't
listen to your concerns, are disengaged 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, with a fiduciary, fee-only advisor
you have a dedicated and unbiased professional that not only has your best
interest at heart, but also adheres to the highest standards of ethics within an
industry plagued by frauds and glorified salespeople.
Please take a moment to review our Code of Ethics.
In The Media
1/17/10 The Miami Herald quotes Cathy in "Put
Your Financial House in Order".
1/6/10 Wall Street Journal Check out Cathy's
comments regarding managing risk in the
"Voices" section.
12/19/09 Fox Business News Don't miss Cathy
on Saturday from 11 am EST to noon on "Your
Questions, Your Money".
12/6/09 The Miami Herald quotes Cathy in
"Investing some time now can save you money
when April tax deadlines arrive", an article on
end of year tax planning strategies.
11/9/09 The Daily Business Review hosted their
seventh annual Wealth Management
Roundtable and invited seven South Florida
advisors to discuss various financial topics.
Check out Cathy's comments in the video
highlights.
11/4/09 Yahoo Finance Cathy's article "Your
Retirement Income - Will it be Enough " was
featured on Yahoo Finance's home page. To
read the article, click here.
10/18/09 The Miami Herald and The Chicago
Tribune quotes Cathy in Prepaid College
Planning article. Read the Tribune copy here.
9/30/09 More Magazine quotes Cathy in Jean
Chatzy's article "7 Money Lies and 3 Truths for
the New Economy".
7/25//09 Fox Business News Don't miss Cathy
on Saturday July 25th from 11 am EST to noon
on "Your Questions, Your Money" .
7/24/09 Jean Chatzy, award-winning journalist,
best-selling author and personal finance
correspondent for Oprah/Today Show, quoted
Cathy Pareto in a recent Q&A post on her blog.
5/21/09 The New York Times quotes Cathy
Pareto in "Time for a New Strategy?"
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
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| (c) 2009 Cathy Pareto & Associates, Inc. All rights reserved |
The right to download, store and/or output any material on this Web site is granted for viewing use only. Use or viewing of this site acknowledges that you have
read, understand and will abide by our terms of use, legal notices, and disclaimers.
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. |
Let's Talk!
We invite you to schedule a meeting with us for a
review of your financial situation. Call us today at
(305)-728-7234 or (800) 985-7831 or fill out our
contact form so that we may call you.
We are a Miami, Florida based financial planning
and investment firm, but serve clients around the
world.
We invite you to schedule a meeting with us for a
review of your financial situation. Call us today at
(305)-728-7234 or (800) 985-7831 or fill out our
contact form so that we may call you.
We are a Miami, Florida based financial planning
and investment firm, but serve clients around the
world.
