Cathy Pareto And Associates, Inc. has been selected by Goldline Research as one of The Most Dependable™ Wealth Managers for Women in The United States for 2008. Published in Forbes Magazine June 16. 
United States of America (Press Release) June 13, 2008 --
For Immediate Release
Coral Gables, FL, June 13, 2008
Cathy Pareto And Associates, Inc. has been selected by Goldline Research as one of The Most Dependable™ Wealth Managers for Women in The United States for 2008. The list of the Most Dependable™ Wealth Managers for Women in The United States is scheduled to be published in the June 16th issue of Forbes Magazine.
“Being selected by Goldline Research and to be included in Forbes Magazine is a great honor for our firm”, states Cathy Pareto, President and founder of Cathy Pareto And Associates“ Our goal from the beginning has always been to provide sound and research driven investment management and financial planning to individuals and families using a down to earth approach. We want our clients to understand what we are doing for them, and for them to be comfortable enough to ask any question that comes to mind. We are always there for our clients whenever they need us.“
“Cathy Pareto And Associates, Inc. truly distinguished itself during our evaluation of the industry,” said Allen Scott, Research Director, Goldline Research. “The firm met or exceeded every expectation we have for holistic, client-centric firms” Over 856 Wealth Managers were evaluated during the selection process and the response was overwhelming.
Cathy Pareto And Associates, Inc. was able to differentiate itself in a candidate pool with an average client to advisor ratio of one advisor for every sixty-four clients, median assets under management of $328 Million and an average of 25 years of experience. Mr. Scott further elaborated, stating that Cathy Pareto And Associates, Inc. stood apart from the other candidates that were evaluated because of the strength of their client references.
Cathy Pareto And Associates is a fee-only financial planning and investment management firm. We help individuals and families by providing them with sound, personal, and down to earth advice on retirement, investing, and financial planning. “Clients enjoy working with us because to us they are not just another account. We truly believe in providing a more objective and personal approach to financial planning and investing” says Cathy Pareto, president of the firm.
Goldline Research is a third-party, independent research firm specializing in evaluating professional services firms. Goldline Research undertakes an extensive, in-depth research process to review all qualified companies in a respective area. Its proprietary research process includes individual company interviews and quantitative analysis of key company data, as well as customer reference checks to confirm high levels of customer service. Those companies that ultimately earn Goldline Research’s Most Dependable™ designation demonstrate a commitment to service unparalleled in their industry.
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Coral Gables, FL, June 13, 2008
Cathy Pareto And Associates, Inc. has been selected by Goldline Research as one of The Most Dependable™ Wealth Managers for Women in The United States for 2008. The list of the Most Dependable™ Wealth Managers for Women in The United States is scheduled to be published in the June 16th issue of Forbes Magazine.
“Being selected by Goldline Research and to be included in Forbes Magazine is a great honor for our firm”, states Cathy Pareto, President and founder of Cathy Pareto And Associates“ Our goal from the beginning has always been to provide sound and research driven investment management and financial planning to individuals and families using a down to earth approach. We want our clients to understand what we are doing for them, and for them to be comfortable enough to ask any question that comes to mind. We are always there for our clients whenever they need us.“
“Cathy Pareto And Associates, Inc. truly distinguished itself during our evaluation of the industry,” said Allen Scott, Research Director, Goldline Research. “The firm met or exceeded every expectation we have for holistic, client-centric firms” Over 856 Wealth Managers were evaluated during the selection process and the response was overwhelming.
Cathy Pareto And Associates, Inc. was able to differentiate itself in a candidate pool with an average client to advisor ratio of one advisor for every sixty-four clients, median assets under management of $328 Million and an average of 25 years of experience. Mr. Scott further elaborated, stating that Cathy Pareto And Associates, Inc. stood apart from the other candidates that were evaluated because of the strength of their client references.
Cathy Pareto And Associates is a fee-only financial planning and investment management firm. We help individuals and families by providing them with sound, personal, and down to earth advice on retirement, investing, and financial planning. “Clients enjoy working with us because to us they are not just another account. We truly believe in providing a more objective and personal approach to financial planning and investing” says Cathy Pareto, president of the firm.
Goldline Research is a third-party, independent research firm specializing in evaluating professional services firms. Goldline Research undertakes an extensive, in-depth research process to review all qualified companies in a respective area. Its proprietary research process includes individual company interviews and quantitative analysis of key company data, as well as customer reference checks to confirm high levels of customer service. Those companies that ultimately earn Goldline Research’s Most Dependable™ designation demonstrate a commitment to service unparalleled in their industry.
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