Director of Research and Financial Planner at Aequitas Investment Advisors - Quincy, MA, US
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!