Manuel Jimenez, IV, RICP®, CRPC®, CRC®, Senior Vice President, Financial Advisor (Center)
Walter C. Pate, CFP®, CLU®, CLTC®, Financial Advisor (Left)
Adam R. Bloomberg, Registered Client Service Associate (Right)
Jimenez & Pate Financial Group operates a practice for the benefit of corporations, business owners, executives, and those planning for retirement.
Drawing on more than 55 years of combined experience, we help our client's manage the complexities of qualified retirement plans, executive bonus plans, corporate cash management strategies, risk management strategies and retirement income planning. Using our in-depth knowledge and planning specialties, we gain a careful understanding of our client's goals and objectives to develop a well-thought-out strategy and plan of action.
We deal with several aspects including strategy, compliance, and solutions. We believe helping clients achieve results aligned with their objectives is our responsibility, helping them provide a positive impact beyond their expectations is our difference, and being their essential partner through the process is our mission.
Click here to learn more about us and our services.