Neiman Wealth Management LLC
Robert
A Neiman, CPA, PFS
1606 James Street
Merrick NY 11566 View Form ADV Part II & Schedule F
Phone: (800) 313-2119 or (516) 867-5545 View NWM LLC Privacy Policy
Fax: (866) 823-1800 or (516) 867-4810
Email: bob@bobneiman.com View NWM LLC Brochure
Neiman Wealth Management is a state registered investment advisor. All accounts are fee-based where clients are charged a percentage of assets under management. Robert A Neiman, President, provides a full range of wealth management services. For more information or a complimentary portfolio review, please call Bob at (800) 313-2119 or (516) 867-5545.
Through Neiman Wealth Management LLC, we offer a full line of services including:
| Financial life planning | Taxable & Retirement Plan Accounts (IRA, Roth, SEP, 401-K) |
| Fee based Investment Portfolio Management | Equities - Individual stocks & REITs, exchange traded funds, & mutual funds |
| Portfolio Reviews | Bonds - individual corporate, government & municipal, exchange traded funds & mutual funds |
Clients sending checks for their investment accounts should always make the check payable to "Fidelity Investments" and include the account number on the check along with a note containing instructions. Payments should be sent to Fidelity Investments 100 Crosby Parkway Covington KY 41015-8004. All emails should be sent to me at bob@bobneiman.com.
Neiman Wealth Management LLC does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternative method.
This site is published for residents of the United States only.
Neiman Wealth Management, LLC is a registered investment adviser in the States of New York, Washington, California, Florida, Massachusetts, and Colorado. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.