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ABOUT ADVISORY SERVICES OF NEW ENGLAND

We are a boutique investment management organization that offers wealth management and the Family Financial ConciergeTM program, to affluent individuals, businesses and institutions. We are able to integrate and leverage industry contacts in banking, legal, tax, medical, insurance and other arenas to help bring tailored solutions to client needs.

From investment management to our Family Financial ConciergeTM program, we have at our command a broad array of resources to help clients manage their wealth and deal with life events.

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OUR PRINCIPLE

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.

WE ARE DEDICATED TO YOUR FINANCIAL SUCCESS

Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

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OUR SERVICES

At Advisory Services of New England, we provide expert assistance in the following areas:

INSURANCE

Disability Income Insurance

Life Insurance

Long Term Care Insurance

Individual Health Insurance

Group Health Insurance

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INVESTMENTS

Bonds

Check Writing

Common Stock

Debit Card

Educational IRA

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FINANCIAL PLANNING

Retirement Plans

Tax Plans

401k Planning

403b Planning

College Plans

Estate Plans

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