Overview

Independent Financial Advisor with a Boston and Central MA office. Practice engineered to acquire and retain clients via acquisition. A high touch, client service-focused model delivered via client service contracts and optimized business and investment processes. I have an analyst, 1.5 service associates, and operations at my disposal.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...