With strong local ties, serving our community has always been in our nature. Our personalized recommendations are designed to help enhance your financial well-being for decades to come. We enjoy cultivating relationships founded on our shared homegrown values, and we cherish the many connections we've made over the years.
We hold ourselves to a high standard of integrity and accountability by our community. This means we strive to provide you with the kind of virtuous service that reflects who we are: dependable, reliable individuals wholly committed to your steps towards financial confidence. We are an independent firm.
We hold ourselves to a high standard of integrity and accountability by our community. This means we strive to provide you with the kind of virtuous service that reflects who we are: dependable, reliable individuals wholly committed to your steps towards financial confidence. We are an independent firm.
Services
We work for you, not a large company. This enables us to provide personalized service and to find the best products for your needs - and never those of a third party. It's not common to have 3 partners who've been in business together for over 20 years. We've fostered a collaborative team, meaning you'll always have two other advisors in your corner.
Take Route 16 South (Spaulding Turnpike); take exit #16 (Chestnut Hill Road exit). At off-ramp, take a right. At stop sign, take a left onto Chestnut Hill Road; proceed one mile and bear left. At set of lights (Wendy's on left) take a right onto Wakefield Street (#73 Wakefield Street will be a 1/4 mile on your left).
Similar to hiring a CPA or attorney, we charge a fee to develop financial plans to meet whatever financial goals you're trying to achieve. Implementing a financial plan or strategy can involve the sale of a financial product in which we are paid a commission if you buy it through us. Many of our clients require ongoing investment management and advice with their investments and financial needs.
Reviews (1)
Robert Anderson
Jul 03, 2018
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