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U.S. Financial Advisors
Braintree, Massachusetts
5.0
1 Review
U.S. Financial Advisors, headquartered in Braintree, MA, is a trusted local investment advisory firm with a strong focus on providing personalized financial solutions to its clients. With over 200 individual clients, the firm manages an impressive $295,798,000 in assets. Boasting two offices, U.S. Financial Advisors serves as a reliable insurance broker or agent, offering a comprehensive range of services to meet their clients' diverse needs.
While their portfolio includes various types of accounts, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm posses...see more
Assets Under Mgmt
$295.8M
Investment Professionals
6
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
Reviews for U.S. Financial Advisors
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