Accounting & Financial Services
We saw the need to help people without the sales pressure often found in the broker-dealer world, where “advisors” are selling financial products for a commission. Our fee-only philosophy seeks to minimize these conflicts of interest. Our mission is to be our client’s go-to resource for all aspects of their financial lives; to help them identify and reach their goals, and to provide them with a positive investment experience.
Printed courtesy of www.nvcoc.com/ – Contact the Nashoba Valley Chamber of Commerce for more information.
2 Shaker Road, Suite B200, Shirley, MA 01464 – 978-425-5761 – director@nvcoc.com