Keenan Financial

Boston Advisors is a trusted investment firm that has been proudly serving institutional investors since 1982, offering a powerful hybrid investment process that combines quantitative modeling with expert judgment and insight from their team of experienced professionals. With a dedicated team of thoughtful investment experts, Boston Advisors provides broad asset management and wealth planning expertise, ensuring that clients' investment goals are met with purpose and precision.Generated from the website

Northeast Investment Management is a Boston-based registered investment advisor with over $2 billion in assets under management. They offer a range of services including investment management, fiduciary services and estate planning, tax consultation and preparation, family office services, and financial planning. Their team consists of professionals with expertise in security analysis, financial planning, tax services, and trust management, allowing them to provide comprehensive financial solutions tailored to the individual needs of their clients. At Northeast, they understand that true wealth goes beyond account balances and portfolios. They prioritize the personal and family priorities of their clients, aiming to help them achieve their goals not just in the next few months, but also for future generations. With their diverse team and network of professionals, they are able to assist clients with a wide range of financial decisions, ensuring that their clients' wealth is managed thoughtfully and in line with their values and aspirations.Generated from the website

HistoryAndrew Kyriacou has over 22 years of experience in providing comprehensive tax and financial, estate and investment counseling services to high net worth individuals and corporate executives.SpecialtiesWealth-transfer planning Investment advisory services Individual income tax planning and compliance Trusts and estates Charitable giving