Boston Magazine Five Star Wealth Manager 2018
In 2018, 2819 Boston Wealth Managers Were Nominated with Only 487 Projected Winners
More About Tim
Expert and highly personalized financial planning, retirement planning, and independent investment solutions for individuals, couples, and businesses in Eastern Massachusetts, including Boston and surrounding cities. So when you need an independent financial advisor in Massachusetts - Salem or the North Shore, Hingham, or another town on the South Shore, Andover and the Merrimack Valley, MetroWest including Foxboro, or the Southcoast, Martha's Vineyard, Nantucket, and Newport, Rhode Island in my Dartmouth office.
There is no charge for the initial consultation, and it can be at your home, office, or favorite coffee shop.