Neiman & Associates Financial Services, LLC (NAFS) is a financial planning firm and Registered Investment Advisor headquartered in Arlington, Massachusetts. We provide fee-only services and avoid potential conflicts of interest by working solely for our clients. We do not receive any compensation from mutual fund or insurance companies and do not sell any financial products.
Our mission is to enable individuals to make smarter financial decisions so that they can achieve peace of mind and pursue their life dreams. Our philosophy is based on the principles that wealth is more than dollar signs and digits and success is more than just accumulating wealth. The definition of wealth and success is unique to each individual and family and draws upon personal core values.
The process begins with our getting to know who you are and what is important to you. Together, we'll review your resources and help you clarify your goals. By establishing this partnership, we can help you create a realistic, personalized strategy. We view each of our relationships in the context of a process that evolves over time. If your financial situation changes, we will be ready to adjust the plan accordingly.
We help clients transform complexity into opportunity so they can live rich, rewarding lives.
Contact us today to see how we can help you.
