Find 2 Recommended Local Financial Advisors in Boston, MA

Read professional profiles and client feedback for 2 recommended financial advisors in Boston, MA. Look at the areas of financial planning they cover and contact appropriate professionals to discuss your goals and consultation options.
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MRM Horizons Advisors
27 Years
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MRM Horizons Advisors is a Boston-based financial advisory firm specializing in contrarian value investing strategies. We provide customized portfolio management and wealth planning services for high-net-worth clients, emphasizing long-term capital appreciation through concentrated, tax-efficient investments. Our proprietary approach targets undervalued opportunities in inflation-resilient sectors.
Portfolio Management Wealth Planning Investment Advisory
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Kensington Investment
43 Years
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Kensington Investment specializes in real estate and alternative investments, focusing on sustainable development and community impact. We create value through strategic acquisitions, property management, and private equity partnerships while advancing environmental and philanthropic goals across New England, Utah, and international markets.
Real Estate Investment Private Equity Venture Capital
Cambridge (2.8 mi) Marblehead (14.1 mi)