Providing personalized investment advice and financial services to individuals and
small businesses since 1983.
Services Available to Individuals
Discussion groups, public seminars and classes on a variety of topics associated with planning and investing.
Consultations and/or Advisory Services in the areas of:
Retirement planning
Estate planning *
Education funding
Financial planning
Income tax planning *
Assets Management:
Analysis of Past Performance for an Existing Portfolio
Multi-dimensional Portfolio Evaluations
Portfolio design
Portfolio Implementation
Portfolio Management
Investment brokerage services: **
Insurance brokerage services: **
* References or recommendations made with respect to legal or accounting issues
should be separately discussed with your lawyer or C.P.A.
While Arlene Neff has been trained in legal and accounting principles as they relate
to financial planning issues and problems, she is not
licensed to practice law nor is she fully credentialed as an accounting professional.
Should you wish, Arlene Neff will participate with you in
meetings or teleconferences to address implementation of plan strategies. However,
in every case, responsibility for initiating such confirmations must
remain with you or the person or persons who hold legal authority and responsibility
for the program in question.
** Provided by Arlene Neff in the capacity of registered representative in contract
with Allegheny Investments, Ltd.