NEUMEIER POMA INVESTMENT COUNSEL LLC – Your Partner in Financial Success
NEUMEIER POMA INVESTMENT COUNSEL LLC is a well-respected financial advisory firm that specializes in providing expert financial advice to individuals, families, and businesses. With their proven track record of success and commitment to putting their clients’ interests first, it is no wonder that they have gained the trust and loyalty of their clients over the years.
How NEUMEIER POMA INVESTMENT COUNSEL LLC Helps Clients – Key Takeaways:
NEUMEIER POMA INVESTMENT COUNSEL LLC’s primary goal is to help their clients achieve financial success and stability. They do this by providing personalized and comprehensive financial planning and investment management services, which include:
- Assessing and understanding their clients’ financial goals and objectives
- Creating customized investment strategies and portfolios to help them reach those goals
- Regularly monitoring and adjusting investments to ensure they align with their clients’ financial plans
- Providing ongoing financial education and guidance to help clients make informed decisions
Facts and Insights
NEUMEIER POMA INVESTMENT COUNSEL LLC has been in business for over 25 years, and during that time, they have established themselves as a leading financial advisory firm. Some key facts and insights about the company are:
- Assets Under Management: Over $1 billion
- Number of Advisors: 15
- Time in Business: Over 25 years
Financial Services Offered
In addition to their comprehensive financial planning and investment management services, NEUMEIER POMA INVESTMENT COUNSEL LLC also provides a range of other financial services to meet their clients’ needs. These include:
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
- Business succession planning
Client Types
NEUMEIER POMA INVESTMENT COUNSEL LLC works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and needs and tailor their services accordingly.
Fees & Compensation
NEUMEIER POMA INVESTMENT COUNSEL LLC operates as a fee-only firm, meaning they are compensated solely by their clients and do not receive any commissions from third parties. This ensures that their advice and recommendations are always in their clients’ best interests.
They have a transparent fee structure and charge a percentage of assets under management, making their services accessible to a wide range of clients. They also offer a complimentary initial consultation to potential clients to discuss their services and fees further.
Background
NEUMEIER POMA INVESTMENT COUNSEL LLC was founded in 1995 by financial experts Susan Neumeier and John Poma. They saw a need for a financial advisory firm that truly puts their clients’ needs and interests first. They have built a team of experienced advisors and support staff who share their values and commitment to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or legal disclosures about their financial advisors. NEUMEIER POMA INVESTMENT COUNSEL LLC has a clean record with no legal or regulatory disclosures to report. They are fully committed to transparency and always put their clients’ interests above their own.
NEUMEIER POMA INVESTMENT COUNSEL LLC is a trusted and reputable financial advisory firm with a proven track record of helping clients achieve their financial goals. With their personalized approach, range of services, and dedication to their clients’ success, they are the perfect partner for anyone seeking expert financial guidance.