Brian Carlson's Contact Details

Brian Carlson's Company Details

Grimes & Company

Westborough, MA, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country. Our Mission is to provide each of our clients with disciplined asset management, strong performance, and unparalleled service and support.Our team of investment advisors and financial planners average over fifteen years of experience in financial services. We have ten Certified Financial Planners (CFP®), seven Chartered Financial Analyst (CFA®) charterholders, a Certified Investment Management Analyst (CIMA®) and two Chartered Retirement Plans Specialists (CRPS®), making us one of the most credentialed firms of our size. Rounding out our group is a team of fully licensed client service, operations and support staff.Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Investment advice is offered through Grimes & Company, a Registered Investment Advisor. Grimes & Company is not a registered entity or a subsidiary or control affiliate of MACC. Neither MACC nor Grimes & Company provide tax or legal advice. Grimes & Company does not solicit investment advisory endorsements via wall comments or the "like" function