 Pursuing Your Goals Together
"As a Financial Advisor, my strongest assets are the relationships I’ve established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments. I contact my clients regularly to stay informed of their ever-changing needs. By developing disciplined investment plans based on each client’s goals, I offer wealth management strategies for today and years to come." Peter Hamilton Nee Vice President - Investments Chartered Retirement Planning Counselor (CRPC®) 55 William Street 3rd Floor Wellesley, MA 02481 781-446-8918 800-828-0717 855-842-8404 fax [email protected]
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