Top financial advisors in Marlborough, MA
We’ve curated a list of the best financial advisors in Marlborough, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$67,126,084
Number of advisors
4 advisors
| $67,126,084 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Marlborough, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Marlborough. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Community Financial Group, Inc.
Community Financial Group, Inc. is a Registered Investment Advisor established in November 2003 and based in Marlborough, MA. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, corporations, pensions, and profit-sharing plans. Services include investment management tailored to each client's needs, advice on employee benefits, and financial planning. The firm primarily focuses on long-term investment strategies using mutual funds, ETFs, individual securities, and other investment vehicles. CFG may recommend third-party managers or sub-advisors to implement portions of client portfolios. The firm charges investment advisory fees ranging from 0% to 2.00% based on assets under management. Clients may also engage in financial planning services on a negotiated fee basis. CFG acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. The firm does not charge performance-based fees and does not have custody of client assets. The Chief Compliance Officer, Paul M. Travis, and Vice President, R. Richard Wilson, have clean disciplinary records. CFG maintains strict privacy policies and safeguards client information. Clients have the right to limit sharing of personal information. For more details, clients can contact CFG at (508) 251-2716 or [email protected].
$67,126,084 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Marlborough, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Marlborough. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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