Laurentide Advisory exists to deliver you investment solutions and financial planning. We have a deep history in financial markets, investing and planning for individuals and businesses. Our experience as portfolio managers, research analysts, consultant, pension and retirement plan advisors provide you a base of knowledge to make advances, rational decisions. Combined we offer over 50 years of institutional and individual client experience.
You may already have an advisor. Let us help you introduce governance and professional standards to the relationship. If your advisor isn't delivering at a high level of professional standard why are you using them? Change may not be necessary. Our Oversight consulting service provides resources to help you become a better steward.
We are 100% independent and employ a pricing structure built on fairness. We think many advisors charge too much. We have a fair and fully transparent pricing structure. To learn more about Laurentide Advisory and how we can help you please give us a call at 781-749-7330. If you want to research us further, we suggest clicking on the FINRA ADV Part 2 found in the footer of our website, www.LaurentideAdvisory.com. The document can also be found at the FINRA website for advisor due diligence. www.brokercheck.com
Next to the Route 3 north ramp in Hingham