Steve Simioni's Contact Details

Steve Simioni's Company Details

Abacus Private Wealth Management

Westborough, Massachusetts, United States • 1 - 10 Employees
Financial Services

Abacus Private Wealth Management is a full-service, independent financial firm committed to helping people pursue their financial goals. As an independent firm, we can offer our clients the solutions that best serve them. We are not mandated to represent solutions that are proprietary to a captive firm.We have extensive personal and professional experience in the areas of tax planning and preparation, personal financial planning and business consulting. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Abacus Private Wealth Management is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firmsThis profile is published for residents of the United States only. Kestra Investment Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefor, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kesrta Investment Services, LLC Compliance Department at 512-697-6000.