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PROFICIENT WEALTH COUNSELORS, LLC

Tel: 781-278-9488
77 Access Road
Suite 6
Norwood, Massachusetts  02062

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PROFICIENT WEALTH COUNSELORS, LLC

PROFICIENT WEALTH COUNSELORS, LLC is a Norwood, Massachusetts based financial advisory firm with nearly $106,194,105 in assets under management and provides investment advisory services for 504 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

152640

SEC#:

801-124894

No. of Clients:

504

Assets under Management

$106,194,105

No. of Advisors:

1

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