Neiman & Associates Financial Services, LLC
Neiman & Associates Financial Services, LLC (CRD# 123641) is a financial advisory firm headquartered in Arlington, MA. They manage $17,800,000 in 72 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts72ACCOUNTS
Average Account Value$247,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Debra Neiman (CRD# 2754473) is an Investment Advisor Representative working at Neiman & Associates Financial Services, LLC in Watertown, MA and has over 21 years of experience in the finance industry. Debra Neiman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.