Aequitas Investment Advisors

Financial Services - Quincy, MA, US

Aequitas Investment Advisors Employees
Warner Henderson

Financial Planner

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Simran Gambhir

Market Director

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Spencer Henderson

Director of Research and Financial Planner

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Leslie Norton

Business Analyst/Business Operations Manager

Contact Leslie Norton

Tim Nash

Chief Portfolio Strategist and Principal

Contact Tim Nash

Noreen Dillon

Principal

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Michelle Fallon

Senior Financial Planner

Contact Michelle Fallon

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Aequitas Investment Advisors Senior Management
Aequitas Corp

CEO

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Aequitas Investment Advisors Details

Aequitas Investment Advisors was founded in 1991 as an independent financial planning and investment advisory firm providing services to individual clients and trustees of non-profit organizations. The firm offers a unique combination of highly personal service, substantial experience and independent advice. By working on a Fee-Only basis, clients are assured of an objective, cost-effective, and practical presentation of solutions to address their unique financial goals.Planning for Life!

Aequitas Investment Advisors logo, Aequitas Investment Advisors contact details
Website: aequitas-inv.com
Employees: 5 - 9
HQ: 781-740-1199
Location: Quincy, MA, US
Revenue: Not Available
Financial Planning Low Cost Investment Management DFA Funds Vanguard Funds ESG Tax-Efficient Investing Financial Coach intergenerational wealth transfer Smart Beta NAPFA Fiduciary Standard Fee Only Independent Objective SRI
Aequitas Investment Advisors Technologies
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Outlook

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WordPress.org

Hosted Forms

Gravity Forms

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Google Font API

Email Delivery

Postmark

Analytics and Tracking

Clicky

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