Cathy Pareto and Associates, Inc.
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. Do you want a better alternative?
About the Firm
Cathy Pareto and Associates is an independent Fee-Only investment management and financial planning firm, providing personalized ongoing or hourly based financial planning and investment management services to local and national clients.
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 tax planning, estate planning, 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. It's like having your own personal financial helpline.
Our investing approach: Our portfolios are designed for long term investors. This however, does not imply that your portfolio will remain static. Economic conditions and other special circumstances may warrant a modification of your portfolio and more tactical approaches to your asset allocation. We endorse a "buy and monitor" approach. In these events your Advisor will contact you to discuss a new strategy or investment opportunity. We strive to achieve principal preservation, capital enhancement and inflation protection for our client portfolios.