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          Category: Portfolios

          Showing: 39 results for Portfolios
          near Saratoga Springs, NY

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          Francis Investment Consulting Group, Inc.

          Financial Services, Retirement Planning Services, Investment Advisory Services ...

          BBB Rating: A+
          not BBB accredited
          (413) 499-1500

          66 West Street, 4th Floor,
          Pittsfield, MA 01201

          Clean Yield Asset Management

          Portfolios

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 05301
          • 05302
          not BBB accredited
          (802) 526-2525

          16 Beaver Meadow Rd,
          Norwich, VT 05055

          Shepherd Financial Services

          Financial Services, Insurance Companies, Life Insurance ...

          BBB Rating: A+
          Service Area

          Serving the following areas:

          • 04005
          (877) 445-5842

          45 Swift St,
          S Burlington, VT 05403-7314

          Wayside Wealth Management Inc

          Portfolios

          BBB Rating: NR
          not BBB accredited
          (978) 287-1405

          144 North Rd # 2300,
          Sudbury, MA 01776

          Athena Capital Advisors LLC

          Portfolios

          BBB Rating: NR
          not BBB accredited
          (781) 274-9300

          55 Old Bedford Rd # 302,
          Lincoln, MA 01773

          F L Putnam Investment Management

          Portfolios

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • MA
          • ME
          • NH
          • RI
          not BBB accredited
          (207) 775-6527

          40 Mill St,
          Wolfeboro, NH 03894-4353

          F L Putnam Investment Management

          Portfolios

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • MA
          • ME
          • NH
          • RI
          not BBB accredited
          (603) 569-1994

          PO Box 2250,
          Wolfeboro, NH 03894-2250

          American Retirement & Invstmnt

          Portfolios

          BBB Rating: A+
          not BBB accredited
          (978) 283-1011

          8 Wildebrook Rd,
          Medway, MA 02053

          Asset Strategy Conslnts Boston

          Portfolios

          BBB Rating: NR
          Service Area

          Serving the following areas:

          • 01701
          • 01702
          • 01703
          • 01704
          • 01705
          • 01721
          • 01745
          • 01746
          • 01760
          • 01770
          • 01772
          • 01773
          • 01776
          • 01778
          • 02026
          • 02027
          • 02030
          • 02052
          • 02053
          • 02054
          not BBB accredited
          (781) 235-4426

          5 Commonwealth Rd # 3a,
          Natick, MA 01760

          Seamans Capital Management, LLC

          Portfolios

          BBB Rating: A+
          not BBB accredited
          (781) 890-5225

          80 Hayden Ave # 110,
          Lexington, MA 02421

          Ouellette Wealth Mgmt Group

          Portfolios

          BBB Rating: A+
          not BBB accredited
          (781) 861-0766

          35 Bedford St # 14,
          Lexington, MA 02420

          Nobscot Investment Mgmt LLC

          Portfolios

          BBB Rating: NR
          not BBB accredited
          (781) 237-2700

          572 Washington St # 4,
          Wellesley, MA 02482

          Aptis Partners

          Portfolios

          BBB Rating: A+
          not BBB accredited
          (781) 239-3553

          346 Linden St,
          Wellesley Hills, MA 02481

          Newfound Research, LLC

          Portfolios

          BBB Rating: A+
          (617) 531-9773

          380 Washington St Ste 2,
          Wellesley Hills, MA 02481-6205

          Ltg Capital

          Portfolios

          BBB Rating: NR
          not BBB accredited
          (888) 445-0111

          275 Grove St # 2-400,
          Auburndale, MA 02466

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          Accreditation and Ratings Overview

          Accredited BusinessAccredited Business

          Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

          A+

          BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

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