Abbot Financial Management, Inc is a reputable investment advisory firm located in North Andover, MA, boasting a successful track record in managing assets for high net worth individuals. With two well-established offices, Abbot Financial Management, Inc caters to over 120 individual clients, overseeing a substantial $242,650,000 in assets under management.
Led by a team of experienced professionals, Abbot Financial Management, Inc prides itself on delivering personalized investment advisory services to its discerning clientele. Among their four dedicated employees, three specialize in providing expert investment advice, utilizi...
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Assets Under Mgmt
$242.65M
Investment Professionals
3
Locations
1
% 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
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