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Financial Advisor   

$73MM AUM | $535,000 GDC in Foxboro, MA

Member Level
Premier
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Foxboro, MA, US
12 Month Gross Revenue
$535,000
Number of Accounts
275
Avg Client Age
56

Overview

We are a full service fee-only wealth management firm based in Foxboro, MA, closely affiliated with an accounting and law firm. We are interested in growing our practice through strategic acquisitions.

 
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