Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Kessock Wealth Management Group
461 Faunce Corner Road,Suite 1, North Dartmouth, MA
02747, United States
Hours
Frequently Asked Questions About Kessock Wealth Management Group
What is the address of Kessock Wealth Management Group?
Kessock Wealth Management Group is located at 461 Faunce Corner Road, Suite 1, North Dartmouth, MA 02747, US.
What financial services does Kessock Wealth Management Group offer?
They offer financial advising, investment management, investment funds, and stock broker services.
What are the business hours for Kessock Wealth Management Group?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
What specialties does Kessock Wealth Management Group provide?
They specialize in 401(k) rollovers, Roth IRA, 529 College Savings Plan, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Kessock Wealth Management Group?
You can contact them by phone at +1 508-995-1352.
Does Kessock Wealth Management Group have a mobile app for clients?
Yes, they have an Android app available on Google Play and an iOS app on the Apple App Store.
Where can I learn more about IRAs from Kessock Wealth Management Group?
You can learn more about IRAs by visiting their official site linked in their featured message about IRAs.
What nearby financial institutions can help with additional financial services?
Nearby financial partners include Southcoast Financial Partners LLC and Bank of America, which can provide accounting and banking services to complement your financial planning.
Are there any nearby medical centers in case I need health services before or after visiting Kessock Wealth Management Group?
Yes, nearby medical centers include Southcoast Health Family Medicine and Sports Medicine Division at North Dartmouth, which can provide comprehensive health services.
Where can I grab a coffee or a meal near Kessock Wealth Management Group?
Nearby options include Dunkin' for coffee and snacks, and Just Another Phoenix, an American restaurant and diner, for meals.