Boston Research & Management

Services Offered

• wealth management
• investment management
• retirement planning
• estate planning

About

Boston Research & Management is a financial planning firm located in Manchester-by-the-Sea, Massachusetts. The firm operates as a private Fee Only Fiduciary, providing comprehensive wealth management services tailored for high net worth families, individuals, and endowments. Their approach emphasizes a holistic perspective on financial planning, focusing on investment management, retirement planning, and estate planning. Boston Research & Management is dedicated to aligning clients' financial strategies with their long-term goals.

Reviews

Location

Business Information