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Financial Advisor   

$195MM AUM | $1.8MM GDC in Lexington, MA

Member Level
Premier
Last Activity
this month

Business Mix:

5% Comm
95% Fee

General

Location
Lexington, MA, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
1,500
Avg Client Age
65

Overview

We are a team of experienced advisors and excellent client service associates. Our top priority is our staff, whose top priority is the client. This focus on staff and their detailed focus on our client's needs has allowed us great success. Our well-trained team takes a highly personalized approach to working with each individual family.

We deliver proactive service in the areas of financial planning, portfolio management, and retirement planning. We grow through acquisition of a firm in need of care for it's valued clients. We have smoothly transitioned groups of clients from several other firms to our care. We understand the process of business transition.

 
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