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Capital Analysts of New England, Inc.

  • Home
  • Wealth Management Services 
    • Asset Management
    • Business Succession
    • Estate Planning
    • Financial Modeling
    • Income Planning
    • Insurance Services
    • Retirement Planning
  • About Us 
    • Our Principles
    • Our Team
    • Our Process
    • Important Disclosures
    • Contact
  • Our Advisors 
    • Partners:
    • Christopher R. Connolly
    • Suzanne Conran
    • Steven H. Dubin
    • Christopher M. Duffy
    • Erik C. Hacker
    • Brian J. Hill
    • Thomas E. Hoffman
    • Merrie Leighton
    • Thomas J. McCarthy
    • Kevin A. Morse
    • Gerard T. Robinson
    • Associate Advisors:
    • Raymond Downs
    • James Shannon
    • Todd A. Bragg
  • Prospective Advisors

At Capital Analysts of New England

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.

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Our Principles

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.

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Our Team

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.

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Our Process

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.

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Our Services

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.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 617 786-1600
Fax: 617 479-8512

Email: info@capitalanalystsne.com

35 Braintree Hill Office Park, Suite 400, Braintree, MA 02184

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  • Legal, privacy, copyright and trademark information

Capital Analysts of New England and the firms below are independent and not affiliated.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

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