Derby and Company, Inc.

United States · 8 Employees
For over 25 years, we have been providing straightforward, insightful and personalized investment management and retirement planning to guide individuals and families in protecting and growing their wealth. As an independent business, Derby & Company brings together performance and partnership in managing assets and legacies through the generations. We take a measured, thoughtful approach to securing financial independence, building wealth and trust for the long-term. YOUR LONG-TERM INDEPENDENCE, OUR INDEPENDENT APPROACH INDEPENDENT & OBJECTIVE Our approach is simple and direct. We make your goals our goals. As an independent investment advisor, we have the ability, and the freedom, to make decisions based on your best interests. We are objective in our planning and investing, transparent in our operations, and fee-based. We are not product-driven. Instead, we have the flexibility to choose from a wide breadth of investment options, allowing us to capture opportunities while minimizing risk. STRAIGHTFORWARD & REALISTIC Confident investing begins with clarity of direction. We therefore follow a direct approach, from assessment through planning and execution. To help reduce complexity and increase understanding, we translate your financial realities into uncomplicated and achievable plans. We also explain market trends, discuss risks and rewards, and review goals and progress to ensure clear, ongoing communication. INTEGRATED & CONNECTED Often financial goals go beyond traditional investment management to real estate, private placement or other opportunities. We work collaboratively with a broad network of hand-picked professionals to help ensure your plans are well-integrated to meet your needs.

概述

国家 United States
成立时间 1987
总部 7 Wells Avenue, Newton, Massachusetts 02459, US
电话号码 +1617.527.8900
网站 http://www.derbyco.com
LinkedIn http://www.linkedin.com/company/thecolonygroup
Twitter
Facebook
员工数 8
行业 investment management,
简介 For over 25 years, we have been providing straightforward, insightful and personalized investment management and retirement planning to guide individuals and families in protecting and growing their wealth. As an independent business, Derby & Company brings together performance and partnership in managing assets and legacies through the generations. We take a measured, thoughtful approach to securing financial independence, building wealth and trust for the long-term. YOUR LONG-TERM INDEPENDENCE, OUR INDEPENDENT APPROACH INDEPENDENT & OBJECTIVE Our approach is simple and direct. We make your goals our goals. As an independent investment advisor, we have the ability, and the freedom, to make decisions based on your best interests. We are objective in our planning and investing, transparent in our operations, and fee-based. We are not product-driven. Instead, we have the flexibility to choose from a wide breadth of investment options, allowing us to capture opportunities while minimizing risk. STRAIGHTFORWARD & REALISTIC Confident investing begins with clarity of direction. We therefore follow a direct approach, from assessment through planning and execution. To help reduce complexity and increase understanding, we translate your financial realities into uncomplicated and achievable plans. We also explain market trends, discuss risks and rewards, and review goals and progress to ensure clear, ongoing communication. INTEGRATED & CONNECTED Often financial goals go beyond traditional investment management to real estate, private placement or other opportunities. We work collaboratively with a broad network of hand-picked professionals to help ensure your plans are well-integrated to meet your needs.

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常见问题

Derby and Company, Inc. 在哪里?

Derby and Company, Inc. 的总部位于 7 Wells Avenue, Newton, Massachusetts 02459, US

Derby and Company, Inc. 的电话号码是多少?

Derby and Company, Inc. 的电话号码是 +1617.527.8900

Derby and Company, Inc. 的官方网站是什么?

Derby and Company, Inc. 的公司官方网站是 http://www.derbyco.com

Derby and Company, Inc. 是做什么的?

Derby and Company, Inc. 的业务有哪些?

wealth management,financial planning,retirement income strategies

Derby and Company, Inc. 的年收入是多少?

Derby and Company, Inc. 的收入是 28342000美元

Derby and Company, Inc. 有多少员工?

Derby and Company, Inc. 有 8 名员工

Derby and Company, Inc. 属于哪个行业?

Derby and Company, Inc. 从事以下行业: investment management

Derby and Company, Inc. 使用什么技术?

Derby and Company, Inc. 使用的一些流行技术包括: Google Tag Manager,Microsoft Office 365,Mobile Friendly,Outlook,Salesforce,Typekit

如何联系 Derby and Company, Inc.?

Derby and Company, Inc. 联系信息: 电话号码:+1617.527.8900, 网站:http://www.derbyco.com, 邮箱:ema***@***.com

Derby and Company, Inc. 的社交媒体链接是什么?

Derby and Company, Inc. 领英:http://www.linkedin.com/company/thecolonygroup,fackbook:,twitte:

Derby and Company, Inc. 是一家上市公司吗?

不是

Derby and Company, Inc. 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Derby and Company, Inc.?

Derby and Company, Inc. 有 0 家投资者,包括 。

管理层

Susan Mason

Senior Pension Analyst

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