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Boyd Financial Strategies, Inc.
Auburn, Massachusetts
Boyd Financial Strategies, Inc. is a reputable small investment advisory firm headquartered in Auburn, MA. With over 140 individual clients and an impressive $97,676,000 in assets under management, they have established themselves as a trusted partner in financial planning. The company operates from a single office and offers a range of services, including insurance brokering and agency assistance.
Notably, Boyd Financial Strategies, Inc. possesses extensive expertise in managing employer 401Ks and individual assets, which together account for approximately half of their assets under management. They have a proven track record in...see more
Assets Under Mgmt
$97.68M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Other Business Activities
- Insurance broker or agent
Reviews for Boyd Financial Strategies, Inc.
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