Lisa Coley's Contact Details

Lisa Coley's Company Details

Financial Management Associates, Inc.

Folsom, CA, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Financial Management Associates, Inc. (FMA) specializes in retirement planning strategies for businesses and coporations; including retirement design, administration and oversight. FMA's President, Arnie Beck, EA, JD, AIFA is committed to providing the Ultimate Retirement Plan Solution, a six step process for building a stronger retirement plan for his clients. FMA also provides investment advisory and portfolio design, tax, and financial planning for executives and individuals, and business and estate planning and welath preservation strategies.