- B&D Advisors LLC
- 311 Main Street
- P.O. Box 15156
- Worcester, MA 01615-0156
- (508) 926-3660
A Cohesive Approach To Your Finances
Coordinated By Independent Professionals
B&D Advisors, LLC was created by the law firm of Bowditch & Dewey, LLP to meet the investment needs of its clients. For the first time, the attorneys who have helped develop plans to protect and maintain your estate and create strategies to minimize your taxes can also arrange through B&D Advisors to manage your investments. All your investment needs 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. Although any charges will be made clear to you beforehand, most transactions do not require payment of additional fees.
From Strategy To Delivery
Professional, Responsive Service
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, and estate 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. There is no charge for this initial meeting.