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        General Info
        Offering first class investment management and financial planning services for individuals and families with investments, including workplace retirement plans, of $500,000 or more, backed by state-of-the-art technology, in depth research, and a customized investment approach.
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        BBB Rating
        A+
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        BBB Rating and Accreditation information may be delayed up to a week.
        Services/Products
        Our success is predicated on partnering with you to identify, implement, and monitor a personalized approach designed to meet your investment objectives. We are committed to providing outstanding performance, delivering exceptional service and cultivating enduring relationships with our clients. For 25 years, our clients have relied on us for expertise, service, and integrity.
        Brands
        Fidelity, Schwab, TIAA-CREF
        Neighborhood
        Newton Corner
        Amenities
        Estate planning • Income tax planning • Insurance • Debt management • Charitable giving • College savings Contact us for an initial meeting and data gathering, we will provide an analysis of your financial and investment status; and schedule a follow up engagement meeting to: • Identify your goals • Design your portfolio • Construct your portfolio • Manage your portfolio • Evaluate and discuss The service cost of $1,000 is waived if the prospective client chooses us as their investment advisor. Complex financial situation analysis may cost more.
        Other Link

        Trusted investment management and financial planning services

        Categories
        Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management

        Details

        Phone: (617) 243-0020

        Address: 1 Gateway Ctr Ste 413, Newton, MA 02458

        Website: Trusted investment management and financial planning services

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