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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
November 01, 2004 at 02:00 AM
Paul Nolt
Precision Financial Services
145 Linden Grove
New Holland, Pennsylvania 17557
717-354-8218
Year practice began: 1981
Number of advisors in office: 1 advisor, 2 full-time employees. Additional part-time employees are hired during tax season.
Number of clients: 500
Compensation methods: For tax services, clients are charged based on the amount of time required to complete the work and the complexity of the project. For investments, clients are charged commissions
Fee for managing assets: NA
Hourly rate: Depends upon the complexity of the work (see above)
Clientele: Primarily Amish and Mennonite farmers and small business owners, 75% of whom live in Lancaster County, Pennsylvania. Approximately 40% of the clientele is Amish and 40% is Mennonite
Education: Night-school courses in tax preparation
Previous incarnations: Realtor, farm laborer
Professional designations: None
Outside interests: Camping with his church group; spending time with his four children, ages 10-18; downhill skiing
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Copyright © 2024 ALM Global, LLC. All Rights Reserved.
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