Penniall & Associates, Inc.
Our firm was founded in 2002 with the goal of providing comprehensive financial planning, wealth management, and employee benefit services to individuals and business owners. Although we have grown over the years we have over $1 billion in assets under management, our commitment to personalized service and excellence remains. We strive to provide the best possible client service, investment performance, risk management, and expertise so that we can assist you in achieving your financial goals without having to worry about the details along the way.
Financial markets are constantly in flux, tax and estate laws change over time, and government regulations often alter the rules for insurance and retirement. Whether you are just beginning to save and invest, or you are well along the road to retirement, we worry about the planning and execution so that you don’t have to. We commit over 100 years of combined experience and knowledge to help you navigate each step along the way.
Our team works hard to assist you in securing your financial future. To that end, we offer specialists in portfolio management, insurance, financial planning, employee benefits, retirement plans, mortgage services, college funding, and tax and estate planning. If you have a specific need that concerns you, just ask. If we don’t know the answer, we’ll help you find an expert who does.
We value transparency, integrity, and accountability. This means we view you as a partner and strive to link our best interests to yours. We are dedicated to industry best practices and provide unbiased advice at all times. You can view your accounts online at any time to see everything we do, and we clearly communicate performance on a quarterly basis and as requested. Referrals from our existing clients are the main source of new business for our firm, so we take our relationship with you seriously. We hope to remain your trusted advisor for a lifetime.
Feel free to contact us for an initial consultation or additional information.
We look forward to working with you.