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Debra A. Neiman, CFP®

Neiman & Associates Financial Services, LLC

22 Mill Street
Suite 303
Arlington, MA 02476
Phone: (781) 641-5700

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Retirement
  • Life Planning
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Assets also managed under a flat-fee retainer.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.