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Working with a Financial Advisor

Expert guidance and personalized service.

Your financial future is our priority. Our team of financial advisors in Massachusetts and Rhode Island can help you clarify your goals and save you time by thoroughly explaining your options, all with objectivity and your best interests in mind. We study every aspect of your financial situation and prepare a thoughtful strategy that can help you pursue your financial goals.

A better tomorrow starts today.      contact us

Relationships are our top priority

Leave all the research and monitoring to us. We serve as your financial partner, providing the necessary guidance to ensure you're always on track.  

Each of our clients has a dedicated three-person team of local and accessible investment experts.  Within this team is a  financial consultant, a portfolio manager and a relationship manager- all committed to providing you with the highest quality of service.

  • Advisors regularly review your investments and suggest adjustments according to your goals and objectives, while always looking for maximum tax efficiency
  • We recommend only the highest quality investments, along with insurance options from major companies with the highest industry ratings
  • Our comprehensive approach considers how each decision could affect your overall financial picture in order to avoid negative consequences

Man and woman receiving financial advice

Boston Business Journey Investment Adivser in Massachusetts

Not Insured by FDIC or Any Other Government Agency / Not Rockland Trust Guaranteed / Not Rockland Trust Deposits or Obligations / May Lose Value