One fine body…
- Greater Boston Area, United States
- Work Principal Charles Carroll Financial Partners
- Industry Finance / Banking / Insurance
- Website http://www.charlescarrollusa.com
- About I founded our firm to compete against Fidelity’s Portfolio Advisory Service. Why? Having been associated with the PAS product I knew its weaknesses, and felt that lumping all clients into a bucket to manage their assets was not only impersonal and disrespectful to the years of saving that the client had accomplished, but beneficial to only one entity, the firm managing the assets. I founded my firm to provide every client the added value that is our pledge. "We will reduce your overall expense to manage your assets, we will provide tax preparation, tax review, and 1040 submission as part of our fee, we will create a Financial Plan and Investment Policy Statement for all of our investment ...
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