We make sure to help you understand all of your options so that we can create a solution together that is right for you. At Ming & Associates, we have the experience and wisdom to ensure that you will be confident about your future. Our entire team is with you every step of the way, proactive with your finances, ready to respond to your changing needs.
With a disciplined approach, our professional team takes great care to ensure you continually build your wealth & security over your lifetime. Set your retirement date and define your lifestyle goals. Ensure a plan is in place for a tax efficient withdrawal strategy to maximise your income and provide peace of mind.
With a disciplined approach, our professional team takes great care to ensure you continually build your wealth & security over your lifetime. Set your retirement date and define your lifestyle goals. Ensure a plan is in place for a tax efficient withdrawal strategy to maximise your income and provide peace of mind.
Services
Our overriding philosophy is to treat clients the way we would want to be treated; with honesty and respect. We then aim to do this by providing personal service at a cost lower than our competition. We help clients with their financial planning and investment management needs by following a proven discipline and process that leads to success.
Hundreds of local residents have come to rely on the knowledge, caring, and expertise of our team. With a strong mix of experience and youth, and as one of Cornwall's only independent planning firms, we are well positioned to help clients make sound financial decisions. It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process.
Ming & Associates is a leading wealth management firm in Cornwall dedicated to providing quality financial services to small business owners, professionals, and individuals focused on a successful retirement. It's no secret that the key to our success is our focus on maintaining close relationships with our clients to better understand their goals, needs and life-changes.
Often, our clients initially come to us with a specific need in mind. We find, however, that our most satisfied clients take advantage of our integrated planning abilities; formulating an all-encompassing solution that best fits the unique needs of an individual, family, or business.
Our proven approach to planning ensures that your plan is customized to your needs and integrates investment, tax, insurance, and estate issues; allowing you to live life to the fullest.Take the appropriate steps to protect you and your loved ones against unforeseen events, and ensure a tax efficient transfer of your wealth between generations.
Our proven approach to planning ensures that your plan is customized to your needs and integrates investment, tax, insurance, and estate issues; allowing you to live life to the fullest.Take the appropriate steps to protect you and your loved ones against unforeseen events, and ensure a tax efficient transfer of your wealth between generations.
Our independence means we can provide the product or service you need from a large number of high quality financial service providers. We therefore offer a wide variety of investment services to accommodate client needs on an individual basis making sure to thoroughly review all alternatives to find the best solution.
Reviews (7)
Jessica Fobert
Apr 11, 2021
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Nancy Taylor
Jan 02, 2021
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Carolyn Paquin
Dec 31, 2020
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Robert Whittaker
Sep 04, 2020
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Hazley Bay
Aug 21, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
We have invested with Ming & Associates for over 25 years and have always appreciated the time and attention we receive regarding all of our questions and concerns. Also, we truly appreciate always speaking to a live person when we phone the offices of Ming & Associates
We have invested with Ming & Associates for over 25 years and have always appreciated the time and attention we receive regarding all of our questions and concerns. Also, we truly appreciate always speaking to a live person when we phone the offices of Ming & Associates
Herb Hummel
Jul 17, 2020
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Marc Leroux
Jul 09, 2020
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