Get More than Just Investment Management
We believe you can achieve a more secure financial future by having a complete view of your finances, and by having a clear strategy to help you attain your goals. This is the reason why we begin every client engagement with a personalized financial plan that includes more than just investment recommendations. After all, your investments are just a piece of your overall financial picture.
Cathy Pareto and Associates is a Miami Financial Planner and Investment Management company serving the needs of clients throughout the state of Florida. Our company also helps clients in other states and in other countries.
Be More than Just Another Account You Deserve More
One of the biggest complaints investors have about their current relationship with their Financial Advisor is that they feel like a number. They seldom get the personalized service or advice they deserve.
When you work with Cathy Pareto and Associates you will experience the difference it makes to have a well-rounded, knowledgeable, objective and experienced financial advisor on your side that truly understands you and cares about helping you meet your goals.
Learn more about Our Services
Who We Serve
Your Personal Financial Helpline
We do more than just create financial plans or invest your assets; we help you make better financial decisions. When you have questions related to insurance needs, buying versus leasing, saving, buying a home, investing, retirement or other, you can call us. We serve as your sounding board to help you make informed decisions that will impact your financial future. That’s what makes our Advisors different. It’s like having your own personal financial help-line.
We want to be there for you every step of the way to help you navigate the often complex life changes that will affect your financial future.
When you work with Cathy Pareto and Associates you will experience the difference it makes to have a knowledgeable Advisor who is truly your financial partner. We not only help you with your investments, we help you stay on target so you can live your life with peace of mind.
Contact Us today to find out how we can help you
From Our Blog
by Louis Benjamin Carpenter, III, CFP®,CPA Happy Holidays to all. As you already know, the Tax Cuts and Jobs Act of 2017 (TCJA) was enacted at the end of last year and generally takes effect for... Read More
The IRS just issued Notice 2018-83 containing the 2019 IRA and retirement plan limitations as adjusted for cost-of-living. The IRA contribution limit is increasing to $6,000 for 2019, and most of the income limitations associated with Roth... Read More