Specializing in comprehensive wealth management, with an emphasis on providing outstanding client service, full transparency and maximizing cost control.
Burlington (MA) - - Phone: (781) 270-5430
With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you want to be. With an integrated...
Burlington (MA) - - Phone: (855) 859-6503
Dan Ferris joined First Command Financial Services as a Financial Advisor in January 2019. He is excited about the opportunity to help people make the smart financial decisions that are essential to...
Burlington (MA) - - Phone: (781) 863-1100
Burlington has financial planning consultants and services relating to the same available. These consultants are professionals who work with you to determine your financial needs and plans, and help you choose investment and savings schemes to those ends. Services that may be offered include comprehensive financial planning, income & tax planning, cash flow management and risk management. Investment options and retirement plans may be available to enable savings and earnings. The consultants in Burlington are market experts who can well advise you to choose the right plans and investments. What is needed is a holistic approach to managing the assets of the client. They may specialize in certain sectors of financial planning such as for the individual, or for the family, or small businesses. The qualities that make for a successful consultant include building long-term client-consultant relationships, competence, and integrity, along with a sound knowledge of the options available in the market.
