Cathleen Ingersoll's Contact Details

Cathleen Ingersoll's Company Details

Asset Management Resources

Barnstable Town, MA, US • 10 - 19 Employees
Financial Services

At Asset Management Resources we offer personalized investment services to those intent on enjoying a secure retirement. We are an independent, boutique style, registered investment advisor firm serving Massachusetts, Greater Nashville, and beyond. Investing is complex, so having a professional on your team is essential. Working with a professional can help you enhance expected performance and manage risk. And, at AMR we pride ourselves as a fiduciary, always striving to act in your best interest. We also offer:>The personalized, ethical attention you deserve. >A comprehensive approach to financial and investment planning.Including your long term goals for income, wealth creation and wealth preservation.>An array of investment options—both discretionary and non discretionary,plus third party management services.>Communication and flexibility that suits your needs.>Fee based management.>A well defined investment process and a dedicated team that gives youconfidence.Services include: Portfolio Management , Investment Advice, Financial Planning and Consulting. Insurance and Estate and Trust services available through company affiliations.Legal disclosures: https://amrfinancial.com/legal-disclaimers/