Management / Financial Planning
Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services. Contact a Paisley Financial Associate to learn more about how we can provide for you.Learn more
401 K Plans
A 401k retirement plan is a special account funded through pre-tax payroll deductions. Funds in the account can be invested in stocks, bonds, mutual funds or other assets, and are not taxed on any capital gains, dividends, or interest until withdrawn.Learn more
An IRA is an Individual Retirement Account, and provides either a tax-deferred or tax-free way of saving for retirement. There are many varieties of IRA's please read more on the link below to see which is right for you.Learn more
A 529 plan is a tax-advantaged investment vehicle in the United States designed to encourage saving for the future higher education expenses of a designated beneficiary. Many different plans exist. Learn more to see which is right for you.Learn more
Alternative investments are instruments such as physical gold or other commodity based ETF's such as oil or lumber which can be used as a hedge or inflation hedge against an overall portfolio.Learn more
Paisley Financial provides timely and accurate research on markets, companies and industries. Our team offers more than three decades of experience as well as time held relationships with industry experts that will bring the highest quality of knowledge to our customers.Learn more
- Business 401 (k) Plans
- Individual 401 (k) Assistance
- IRA's & IRA Rollovers
- ROTH IRA's
- SEP IRA's
- Wealth Management
- Financial Planning
- Estate Planning
- 529 Plans
- 403B Plans
- Bright Start Programs
- Portfolio Management
- Active Management
- Risk Management
- Mutual Fund Assistance
- ETF & ETN Assistance
- Bond Funds
- Our investment decisions are based on rigorous country and company research, as well as fundamental investment principles. We don't subscribe to the latest investment fads. We work with solid institutions that have a long-term investment horizon.
- Stock selection is bottom-up and focused on fundamental value and quality. We look for companies that are underrated by the market but that we believe have the "right stuff" to sustain growth or turn around.
Paisley Financial is a Financial Services firm and while it's easy to understand that capital management is a prime goal we also believe that this is equally a Service Industry.
Because we understand that your work day should be uninterrupted we make ourselves available weekdays from 7AM to 9PM as well as a direct line to your personal advisor on the weekends.
Please give us a call should you have any questions.
Below you can download the latest important information about Paisley Financial.
Advisor Disclosure and Brochure Document.
Client Privacy Disclosure Document.
Client risk assessment document which helps your advisor determine your investment suitability.
This wealth management document will assist your advisor in planning for your future.