Business ProfileforMyers Capital Management
At-a-glance
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Overview
Investment Management: Select investment strategies that match the client and current markets, monitor the portfolio in light of economic/market conditions, and recommend alternative strategies when conditions change.
Financial Life Planning: A holistic financial planning process to help clients clarify their values, priorities, and aspirations and empower them to make decisions that will bring meaning and purpose to their life.
Retirement Life Planning: Help clients visualize their ideal retirement and outlines financial choices that can enhance the ability of the client to live out that retirement vision without the fear of running out of money.
Advice on Client Held Portfolios: Assist clients in making asset allocation and investment choices for portfolios that clients manage, including retirement plans, IRAs, college savings plans, and other account types.
Myers Capital Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Business Details
- Location of This Business
- 1444 Saint Charles Pl, Abington, PA 19001-2327
- BBB File Opened:
- 8/1/1991
- Years in Business:
- 37
- Business Started:
- 11/1/1987
- Business Incorporated:
- 5/1/2000
- Accredited Since:
- 1/7/2010
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of CRD117119 for this business, issued by Financial Industry Regulatory Authority (FINRA)
These agencies may include:
Financial Industry Regulatory Authority (FINRA)
1735 K Street
Washington DC 20006
- Type of Entity:
- Corporation
- Business Management
- Mr. Paul Myers, Owner
- Contact Information
Principal
- Mr. Paul Myers, Owner
Customer Contact
- Mr. Paul Myers, Owner
- Additional Contact Information
Fax Numbers
- (888) 557-8170Primary Fax
Email Addresses
- Primary
- Technical Support
- (888) 557-8170
Customer Complaints
0 Customer Complaints
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