Need a second opinion? We’re here for you

You’ve probably sought out a second opinion on a medical matter before. Getting a second opinion for financial matters can be just as helpful in gaining new perspective and confidence on where you stand. We would be happy to take a look at your financial plan and portfolio to check whether it is aligned with your goals, risk tolerance and phase in life, offering you a new sense of clarity.

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The Back Bay National Wildlife Refuge is one of the last remaining undeveloped areas along the Atlantic Coast.