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C2c Wealth Management, Llc
Mansfield, Massachusetts
C2C Wealth Management, LLC is a well-established investment advisory firm headquartered in Mansfield, MA. With over 150 individual clients and an impressive $756,993,000 in assets under management, they have built a strong reputation for providing exceptional financial services. Despite being a small firm, C2C Wealth Management, LLC operates from a single office and boasts an extensive range of expertise.
While 401K and individual accounts constitute less than 30% of their assets under management, C2C Wealth Management, LLC possesses the capability to effectively manage employer funds. Notably, all the assets they oversee are han...see more
Assets Under Mgmt
$756.99M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Reviews for C2c Wealth Management, Llc
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