1350 Main Street, 15th Floor
Springfield, MA 01103
Office: (413) 733-8288
Fax: (413) 733-9433
"Delivering the service that you want"
FAMILY OFFICE SERVICES
family office team has the financial expertise, knowledge, objectivity,
experience, and administrative skills needed in managing the financial
ramifications of life events. |
We work closely with our clients to design a plan of services and approaches that suit their unique needs, such as:
We do not take custody of clients' assets or recommend that clients buy or sell any investment assets. We work with financial advisors, insurance brokers, and other professionals to facilitate a smooth and efficient process to help clients meet their objectives.
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