FLOREK FINANCIAL, LLC
Duxbury, MA
AUM
$511.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
781-934-9400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
WH CORNERSTONE INVESTMENTS INC.
Duxbury, MA
AUM
$200.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(888) 797-9009
HIGH PINES WEALTH MANAGEMENT LLC
Duxbury, MA
AUM
$184.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
(617) 580-3141
FMA WEALTH MANAGEMENT, LLC
Duxbury, MA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
781-934-7880
Full profileNo website
Full profileNo website