Our advisors develop financial plans based upon each client’s unique circumstances. Their areas of specialization include…
Estate Planning
At Capital Analysts of New England
Our advisors develop financial plans based upon each client’s unique circumstances. Their areas of specialization include…
Asset Management
At Capital Analysts of New England
Our advisors develop financial plans based upon each client’s unique circumstances. Their areas of specialization include…
Business Succession
At Capital Analysts of New England
Our advisors develop financial plans based upon each client’s unique circumstances. Their areas of specialization include…
Retirement Planning
At Capital Analysts of New England
Our advisors develop financial plans based upon each client’s unique circumstances. Their areas of specialization include…
Insurance Services
Why Us?
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Our Advisors
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
Regardless of what type of work we are performing for our clients, there are certain principles that dictate how we operate as a firm. The following are some of the core beliefs that shape our practice.
The support staff at Capital Analysts of New England is another area that sets us apart from other firms. The majority of our staff, especially in the key areas of compliance, underwriting, and office management have been with us for many years and are extremely experienced.
Effective consulting requires a commitment of time and talent combined with a candid exchange of information and opinion. It requires trust. We believe trust is earned, not given.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Your Finances
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
