Aequitas Investment Advisors 175 Derby Street Category: Financial Planning Consultants
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Company representatives
Phone: (781) 740-1199
Spencer Henderson, Client Service and Research Associate
About Aequitas Investment Advisors
An independent investment advisory firm offering services to individual clients and trustees of non-profit organizations.
Aequitas Investment Advisors was founded in 1991 as an independent investment advisory firm offering 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 and practical presentation of solutions to address their unique financial goals.
Products and Services
- Financial Planning
- Retirement Planning
Opening Hours
- SundayCLOSED
- Monday8:30 AM to 6:00 PM
- Tuesday8:30 AM to 6:00 PM
- Wednesday8:30 AM to 6:00 PM
- Thursday8:30 AM to 6:00 PM
- Friday8:30 AM to 6:00 PM
- SaturdayCLOSED
Location Type
Headquarters
Revenue
$1,500,000 - $1,750,000
Employees
2 to 4
Years In Business
33