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Arlene Neff

Advisor at A. Neff Associates LLC

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A. Neff Associates LLC logo

Firm

A. Neff Associates LLC

Location

Pittsburgh, PA

Credentials

Series 63

Industry experience

42 years

About

Arlene Neff is the principal and sole proprietor of A. Neff Associates LLC in Pittsburgh, PA, with 42 years of industry experience. She has been operating A. Neff Associates since 1987 and previously worked at Elish & Elish, Inc. from 2014 to 2017. Arlene holds a Series 63 designation. A. Neff Associates LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm offers non-discretionary asset management, written financial planning, and retirement plan consulting, combining fundamental and technical analysis with regular portfolio monitoring and reporting.

Client services

Based on A. Neff Associates LLC

Financial planning Portfolio management Pension consulting Consultations

Expertise

Based on A. Neff Associates LLC

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting

Fee options

Percentage

0.50% annually

Project-based

$150 per hour

Location

Pittsburgh, PA

Most active in

Pennsylvania

Work history

Elish & Elish, Inc.

2014 - 2017 (3 years)

A. Neff Associates

1987 - Present (39 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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