About PAUL MANNERS & ASSOCIATES, INC.
PAUL MANNERS & ASSOCIATES, INC. is a financial services firm that specializes in providing expert financial advice to its clients. With years of experience in the industry, this firm has established itself as a trusted and reliable source for financial guidance.
How does the advisor help clients – Key Takeaways:
- PAUL MANNERS & ASSOCIATES, INC. offers personalized financial planning services to help clients achieve their financial goals.
- The firm also offers investment management services to help clients grow and preserve their wealth.
- PAUL MANNERS & ASSOCIATES, INC. provides comprehensive retirement planning services to help clients prepare for their golden years.
Facts and Insights
PAUL MANNERS & ASSOCIATES, INC. has a track record of success in helping clients achieve their financial goals. The firm’s insights and expertise have helped numerous clients make informed financial decisions and achieve financial stability.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
- Personalized Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning and Management
- Estate Planning
- Insurance and Risk Management
Client Types
- Individuals
- Families
- Small Business Owners
- High Net Worth Individuals
- Retirees
Fees & Compensation
PAUL MANNERS & ASSOCIATES, INC. charges a fee based on a percentage of assets under management. The firm’s fee structure is transparent and there are no hidden costs. Clients can expect to receive top-notch financial advice and services for a fair and reasonable fee.
Background
PAUL MANNERS & ASSOCIATES, INC. was founded by Paul Manners, a highly experienced and knowledgeable financial expert. With a strong commitment to always putting clients first, Paul has built a flourishing practice that continues to help clients achieve their financial goals. The firm’s team of advisors is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client.
Financial Advisor Disclosures to Know
In order to maintain transparency and trust with clients, PAUL MANNERS & ASSOCIATES, INC. adheres to all industry regulations and standards. Here are a few important disclosures to be aware of:
- PAUL MANNERS & ASSOCIATES, INC. is a registered investment advisor.
- The firm has a fiduciary duty to act in the best interest of its clients at all times.
- PAUL MANNERS & ASSOCIATES, INC. does not have any disciplinary history.
- The firm’s advisors may receive compensation from other sources, such as insurance commissions, for recommending certain products or services to clients. However, this will always be disclosed to the client.