PROFICIENT WEALTH COUNSELORS, LLC - Financial Advisor in Massachusetts, Norwood

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

About 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

Firm CRD#:

152640

Firm SEC#:

801-124894

Assets Under Management:

$106,194,105

No. of Clients:

504

No. of Advisors:

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

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