About BOSTONNORTH FINANCIAL SERVICES, INC.
BOSTONNORTH FINANCIAL SERVICES, INC. is a leading financial advisory firm that has been serving clients for over 20 years. The company is known for its experienced team of financial experts who assist clients in achieving their financial goals.
How does the advisor help clients – Key Takeaways:
The advisors at BOSTONNORTH FINANCIAL SERVICES, INC. provide personalized financial planning and investment management services to their clients. They work closely with each client to understand their unique financial situation and goals, and then create a tailored strategy to help them achieve financial success. Here are the key takeaways:
- Personalized financial planning and investment management services
- Dedicated team of experienced financial experts
- Tailored strategies to achieve financial goals
Facts and Insights
BOSTONNORTH FINANCIAL SERVICES, INC. has a strong track record of helping clients achieve their financial goals. Here are some key facts and insights about the company:
- Assets Under Management: Over $500 million
- Number of Advisors: 25
- Time in Business: Over 20 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Over 20 years |
Financial Services Offered
The advisors at BOSTONNORTH FINANCIAL SERVICES, INC. offer a wide range of financial services to help clients achieve their financial goals. These include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Services
Client Types
BOSTONNORTH FINANCIAL SERVICES, INC. works with a diverse range of clients, including:
- Individuals and Families
- High Net Worth Individuals
- Business Owners
- Retirees
Fees & Compensation
The advisors at BOSTONNORTH FINANCIAL SERVICES, INC. are committed to transparency when it comes to fees and compensation. They operate on a fee-only basis, meaning they do not earn commissions from selling financial products. Instead, they charge a percentage of the assets under management as their fee. This ensures that their interests are aligned with the clients’ and that they are working towards their clients’ best interests.
Background
BOSTONNORTH FINANCIAL SERVICES, INC. was founded in 1999 and has been providing top-quality financial services ever since. The firm is headquartered in Boston, but has clients all over the United States. With a team of experienced and dedicated financial advisors, the company has built a solid reputation for providing sound financial advice and helping clients achieve financial success.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to know and understand any disclosures associated with BOSTONNORTH FINANCIAL SERVICES, INC. Here are some important disclosures to keep in mind:
- The firm is registered as an investment advisor with the Securities and Exchange Commission (SEC).
- The advisors at BOSTONNORTH FINANCIAL SERVICES, INC. may have relationships with certain financial institutions, which could potentially influence their recommendations.
- The advisors may receive compensation from third-party providers for recommending their products or services.