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OUR STORY

About Boston Partners:  

Boston Partners Financial Group is a New England-based organization with 19 offices in 8 states.  Our focus is to assist individuals, families and business owners in realizing their financial goals.

At Boston Partners we are committed to providing the highest quality financial advice and services, through client relationships built on honesty, knowledge and experience. We understand the time and energy our clients invest into making a living and our goal is to help make that living last. 

At Boston Partners we embrace a team philosophy when working with a client's financial picture, applying a comprehensive strategy and providing the appropriate resources to meet the client's goals and objectives.  We encourage our clients to leverage existing relationships with their trustees, attorneys, and accountants to ensure that our representatives can take a comprehensive approach when creating financial solutions.

What sets Boston Partners apart from other financial service providers is the support and collaboration of its associates to bring creative and forward-thinking techniques together to provide the most innovative financial strategies.  We want our clients to feel the service we provide is as unique as they are.




Our Strategic Partnerships:

Boston Partners is an independent firm affiliated with Royal Alliance. We also have strong alliances with some of most respected financial institutions in the marketplace which affords us diversity in the products we can offer and allows us to create customized financial strategies for each client. 

Together with our strategic partnerships, we can achieve our mission – to provide quality financial guidance, to build relationships on trust, and to develop innovative solutions that help achieve our client’s dreams. 

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