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Financial Advisor
Massachusetts
Waltham
SAVVI FINANCIAL LLC

SAVVI FINANCIAL LLC

Tel: 781-583-7011 465 Waverley Oaks Rd Ste 315 Waltham, Massachusetts 02452-8422

About SAVVI FINANCIAL LLC

SAVVI FINANCIAL LLC is a Waltham, Massachusetts based financial advisory firm with nearly $35,947,000 in assets under management and provides investment advisory services for 207 clients. There are currently 18 financial advisors at the firm.

General Information
Firm CRD#:

169196

Firm SEC#:

801-78753

Assets Under Management:

$35,947,000

No. of Clients:

207

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

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