B&D Advisors, LLC was created by the law firm of Bowditch & Dewey, LLP to meet all of your financial planning, investment and insurance needs. The attorneys who have helped develop plans to protect and maintain your estate and create strategies to minimize your taxes can also meet all of your investment and insurance needs through B&D Advisors. Your financial plan will be coordinated by an independent professional who truly understands all your requirements and goals and provides you with a convenient and cohesive approach to your finances.
You can expect total professional and responsive service - generated by your unique situation and goals - from assessment to strategy to implementation.
B&D Advisors is a subsidiary of the law firm Bowditch & Dewey, LLP, with offices in Worcester, Boston, and Framingham. B&D Advisors offers the same high quality of service clients receive from Bowditch & Dewey, LLP. Our knowledgeable team includes a CERTIFIED FINANCIAL PLANNER™ Professional, as well as individuals with advanced financial planning, investment and insurance planning capabilities.
B&D Advisors is appropriately licensed to make investment recommendations. You do not need to be a client of Bowditch & Dewey, LLP to utilize the services of B&D Advisors. Our services are ideally suited for investors with over $100,000 in assets. Our account minimum is $50,000.
Simply call us at 508-926-3660 for a complimentary consultation. We will be pleased to meet with you and answer your questions.