Pearman and Company 4524 Old Cave Spring Road Category: Investment Counselors
|
More Contacts Of Pearman and Company
http://www.facebook.com/pages/Pearman-Co/113637835374803 (Facebook)
http://twitter.com/PearmanCo (Twitter)
Company representatives
Phone: (540) 206-3074
Email: moc.liamxocaor@ocnamraep
About Pearman and Company
Independent, objective advice and management of your money. Fiduciary and fee-based, no commissions or quotas. My only 'boss' is you as my client
Professional Fiduciary Asset Management for High Net Worth Individuals, Families, and Small Businesses.
Providing fee-based services, custom tailored to your specific situation with the trust and security of a legal fiduciary.
Areas of specialty include:
Financial Planning, comprehensive or issue only
Investment Management
Cash Flow Analysis
Estate and Tax Planning
Special Needs Issues
Planned Giving/Philanthropy
Endowment Management
Trustee Services
Company Retirement Plans (401k, 403b)
Inheritance, Windfalls, Settlements
Retirement and Lump Sum Asset Management
Wealth Management
Protection Advice
Specialties Include:
Asset Allocation, Modern Portfolio Theory. Certified Small Business Advisor.
Products and Services
- Investment Management
- Retirement Advice
- College and Education Planning
Opening Hours
By appointment only.
Business categories
- Investments
- Real Estate Investment Trusts
Location Type
Headquarters
Revenue
$725,000 - $750,000
Employees
1
Years In Business
24
Memberships
- FINRA
- NRA
- SIPC
- FPA
Rating
Browse U.S. states for Investment Counselors
