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WHAT IS YOUR FINANCIAL FREEDOM?

WE STRIVE TO SERVE OUR CLIENTS DURING THE FINANCIAL PLANNING PROCESS THROUGH DEEP AND MEANINGFUL RELATIONSHIPS THAT LAST FOR GENERATIONS.


ABOUT BOSTON PARTNERS

We are a New England-based Wealth Management Firm with 19 offices in 8 states. Our focus is assisting individuals, families, and business owners in achieving their financial goals. What sets us apart from other financial service providers is the experience and expertise employed by our advisors to bring creative, forward-thinking, and customized techniques together to provide our clients with the most effective financial solution.

WE STRIVE TO ENSURE OUR CLIENTS FEEL THAT THE SERVICE WE PROVIDE IS AS UNIQUE AS THEY ARE.


Learn More About Us




Investment Management


Are your investments diversified? Are you taking too much risk? Learn how we can help you review your investment strategy to ensure your investments work as hard as you do.


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Financial Planning


What is most important to you? How do you prioritize your financial goals? Learn how we can help you create a dynamic plan that grows with you and your family.


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Retirement Planning


How do you envision retirement? How long will your savings last in retirement? Learn how we can help you plan to turn your retirement dream into a sustainable, enduring reality.


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Insurance


Is your family properly protected? How much and what kind of protection should you have? Learn how we can help you prepare for many of life’s what-ifs.


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Business Planning


How do you attract and retain talent? Do you want your business to survive after you step away? Learn how we can help you strengthen your business today and plan for tomorrow.


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Check the background of this firm/advisor on FINRA’s BrokerCheck.