Singer Potito Associates Inc

Information may not be reliable

ichael Potito and Howard Singer, equal owners of Singer Potito Associates Inc., began their careers in financial services in 1979 and 1980. Both have extensive experience in financial planning and investment management. Terry Singer, Operations Manager, has been with Singer Potito Associates, Inc. since 1991 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1999.
The mission of the firm is to provide high quality, fee-only financial planning and investment management services. The firm currently manages approximately $125 million of client assets. Each client account is managed on an individual basis and whenever possible, we match projected cash flow from the portfolio with the needs of the client. Client accounts are generally established in the client's name at well known firms such as Fidelity Investments or Vanguard Group. The principals of Singer Potito Associates, Inc. will generally invest client funds in true no load mutual funds with low expense ratios, low cost exchange traded indexes and individual bonds. Our objective is to create portfolio diversification at an international level with risk parameters designed to match client tolerances. In addition, tax advantaged investment strategies are also employed.
The key members of Singer Potito Associates, Inc. are:

Terry Singer, CFP®, Operations Manager
f you would like more information about Singer Potito Associates, Inc., please call our office in Amherst at 413-256-1225 or E. Longmeadow at 413-525-6600. If, after a telephone discussion, it is appropriate to talk further, an initial informational meeting will be scheduled. There is no charge for this first meeting. At that time, you will be given a copy of Part II of the firm's form ADV filing with the Securities and Exchange Commission which provides detailed disclosure pertaining to key individuals, investment policies and methodology, and pricing details for the various services we offer.

"The advisor shall exercise his/her best efforts to act in good faith, and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest which will or reasonably may compromise the impartiality or independence of the advisor.
The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a referral fee or other compensation from another party based on the referral of a client or the client's business."

If you would like more information about NAPFA and the concept of "fee only" financial planning, please visit the NAPFA website.