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- Income Tax
- Investment ManagementThis brochure provides information about the qualifications and business practices of Beese, Fulmer Investment Management, Inc. If you have any questions about the contents of this brochure, please contact Nicholas T. Perini, our Vice President, Secretary and Chief Compliance Officer at 330-454-6555. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission, or by any state securities authority.
- Mutual FundsWe only offer advice with respect to exchange listed securities, securities traded over-the-counter, foreign issuers, exchange-traded funds, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, mutual funds, U.S. government securities, options, and interests in partnerships. Also, we typically require retail investors to open an account with a minimum investment of $500,000. We will charge investors a $5,000 minimum account fee if their account balance drops below $500,000.
- Bonds
- Wealth ManagementInvesting took a sharply rational turn in 1980. That’s when Beese Fulmer Private Wealth Management was born. Dennis Fulmer and William Beese were both trust officers — and successful ones — at Harter Bank. But they wanted to help customers more and elevate a big institution less, so they created their own company and their own rules.
- Accounting ServicesJennifer graduated Summa Cum Laude from the University of Akron with a B.S.B.A. in Marketing. She has worked in business and finance for close to fifteen years, and has been with Beese Fulmer for nearly seven. Her banking career started in college while she worked as a bank teller, and later progressed to loans and trust administration. At Beese Fulmer, Jennifer manages and administers many back-office functions. Her responsibilities include: payroll, bookkeeping, H/R related duties including benefits administration, and legal and accounting team coordination. Jennifer enjoys walking, hiking, and visiting U.S. National Parks. Likewise, she loves spending time with her family, dog and watching OSU football.
- Payroll Services
- Bookkeeping Services
- Financial Planning
- Asset ManagementInvestors need to remain stubbornly focused on the long-term and not get caught up in today’s hype. Markets have done very well and it’s possible that the stock component of your asset allocation needs trimming.