Charles Carroll Financial Partners
Financial Services - Plymouth, MA, US
Charles Carroll Financial Partners Employees
Patrice Hevia
Senior Vice President, Regional Manager Charles Carroll Financial Partners
Charles Carroll Financial Partners Details
Charles Carroll Financial Partners is a fee-only, N.A.P.F.A. based, , independent investment management and financial planning firm. All our investment management clients receive a Financial Plan, tax preparation and tax filing as part of our fee. Our best clients are former investment management clients of Portfolio Advisory Services. Why? The impersonal "lump all customers" into one bucket approach to a client's financial aspirations and goals is archaic and demeaning based upon the sacrifices that the client has made to accumulate their portfolio. In addition, the mutual fund industry has lost its ability to take into consideration the tax, fee, and service needs of the individual client. The telephone for this company is the only link a client has to the management of their assets. This mode of communication may have been fine 40 years ago but the need to feel connected to those that are entrusted to manage your assets should be more personal. We believe in our fiduciary duty to our clients and the individuality of their financial aspirations. Their individuality should always be the focus when considering their return, risk, taxation, and management expenses so that their expectations are our focus, not a communal relative good that large money managers like P.A.S. employ. If we can't show you how we can reduce your overall financial investment costs, incorporate your tax preparation costs and planning into one fee, provide you a Financial Plan that becomes your blueprint for the future (which is part of our cost structure), and provide a technology platform that will allow you to incorporate all of your assets on one platform, then we will provide our services free for one year. We have been managing client assets for the past 7 years and are very proud of our platform and service. Let us show you how we accomplish this for our current clients and how we can make you a client today. Make an appointment or contact us at 855-585-3600.
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