The Colony Group

More Info

General Info

Founded in 1986, The Colony Group is an investment advisory company, which serves individuals, corporate clients, profit-sharing plans, charitable organizations and other institutions. Based in Boston, Mass., it provides investment management services with personalized investment strategies, individual equity portfolios, fixed-income portfolios, mutual fund portfolios, access to alternative investments and more. The company offers a wealth management plan, which includes investment planning, asset allocation, retirement planning, tax planning, estate planning, gifting strategies and risk management. The Colony Group also organizes financial counseling and educational seminars for executives. The firm has partnership with Sadler, Nathanson & Lupica, LLP. It is a winner of the Winner of the 2010 Best-in-Business IMPACT Award.

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Phone: (617) 723-8200

Phone: (617) 557-1741

Phone: (617) 367-1260

Fax: (617) 723-6338

TollFree: (800) 758-8200

Location

One Boston Place

AKA

The Colony Group, LLC

Other Link

https://www.thecolonygroup.com

Categories

Investment Advisory Service, Financial Planning Consultants

Reviews

Details

Phone: (617) 723-2781

Address: 201 Washington St Fl 11, Boston, MA 02108

Website: https://www.thecolonygroup.com