About NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC is a leading financial services firm that provides expert guidance and support to clients in managing their finances. With years of experience in the industry, NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC has established itself as a trusted advisor for individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC offers comprehensive financial planning and investment management services.
- The firm takes a customized approach to meet the specific needs and goals of each client.
- NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC provides ongoing support and guidance to help clients stay on track with their financial goals.
Facts and Insights
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC currently manages assets worth over $500 million for clients, and has a team of experienced and knowledgeable advisors to assist clients with their financial needs. The firm has been in business for over 20 years, providing reliable and trusted financial advice to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Education savings planning
- Business planning
Client Types
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC works with a diverse range of clients, including individuals, families, small businesses, and corporations. The firm has the expertise and resources to serve clients from all walks of life, and is committed to helping each client achieve their financial goals.
Fees & Compensation
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC operates on a fee-only basis, which means that the firm does not earn commissions or sell products. Instead, clients pay a fee based on the assets that the firm manages for them. This structure aligns the interests of the advisor with those of the client, ensuring that the advisor acts in the client’s best interest at all times.
Background
The founder of NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC, John Neiman, has over 30 years of experience in the financial services industry. He is a Certified Financial Planner™ and a member of the National Association of Personal Financial Advisors (NAPFA). His expertise and dedication to his clients have earned him a stellar reputation in the industry.
Financial Advisor Disclosures to Know
NEIMAN & ASSOCIATES FINANCIAL SERVICES, LLC adheres to a strict code of ethics and is committed to transparency with its clients. The firm has a clean record and no disciplinary actions or regulatory sanctions have been taken against it or its advisors in the past 10 years. Clients can have peace of mind knowing that their financial advisor has a clean track record and operates with integrity.