![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
Cottage Street Advisors
9 Cottage Street, Marion, Massachusetts 02738
![Cottage Street Advisors Cottage Street Advisors](https://guideinua.b-cdn.net/images/logo_new/821/27856244/logo.webp)
About the Cottage Street Advisors
Cottage Street Advisors is an SEC registered fee-only investment advisory firm located at 9 Cottage Street in Marion, Massachusetts. We specialize in meeting the specific needs of high net worth clients and families, managing over one hundred discreet portfolios for approximately fifty clients. Our services include individualized portfolio management and financial strategy and planning advice, with a focus on long-term, patient, value investing.
Our founder and Managing Partner, Michael K. Davis, brings thirty-five years of professional investment management experience to the firm. He is joined by Senior Partner Jason Haviland, a CFA Charterholder with over twenty-five years of financial services and investment management experience. Helen Correale, our Office Manager, is an indispensable member of our team with nearly 15 years of experience at Cottage Street Advisors.
We service clients throughout New England and across the country, offering virtual meetings via Zoom, Google Meet, or phone, as well as in-person meetings at our Marion, MA office or other convenient locations. Our regulatory documents are written in plain English to ensure transparency and clarity for our clients.
Cottage Street Advisors, LLC is a veteran-owned business dedicated to providing personalized, fiduciary wealth management and financial planning services. Contact us today to learn more about how we can help you achieve your financial goals. #wealthmanagement #financialplanning #fiduciary #familyoffice.
Photos of Cottage Street Advisors
9 Cottage St, Marion, MA 02738, United States
Opening hours of Cottage Street Advisors
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Cottage Street Advisors
"Jason has been my financial advisor for years. He's seen me through many of life's changes, including moving 2000 miles, starting a business, and family deaths. Each interaction is professional, friendly, and always helpful! I never want to trust my investments to anyone else. Highly recommended!"
"I was looking for a second opinion, sanity check on Fidelity's Retirement Planning tool as it is heavily influencing our retirement planning. Jason was incredibly helpful and informative with his suggestions to improve the tool's predictive accuracy for our specific situation, which I very much appreciated. And his Fidelity background was a definite plus (he actually had contributed to the building of the tool so knew if from the inside)!"
"Very helpful in planning for my financial future"
"Worked with Cottage Street on my short and long term planning including re-balance of 401k and IRA. Jason was friendly and knowledgeable (his background and prior experience from Fidelity were relevant and helpful)."
-
Ronkese Financial
245 Russell St Ste 10, Hadley, MA 01035, United States
-
Stern Financial
433 West St #7, Amherst, MA 01002, United States
-
Green Future Wealth Management
243 King St Suite 104, Northampton, MA 01060, United States
-
The Davis Financial Group
10 Bay Rd, Hadley, MA 01035, United States
-
Kathleen Collins Wealth Management
Thornes Marketplace, 150 Main St 3rd Floor, Northampton, MA 01060, United States
-
Martula David T
277 Bay Rd, Hadley, MA 01035, United States
-
New England Capital
120 King St, Northampton, MA 01060, United States
-
Northampton Financial Services
243 King St, Northampton, MA 01060, United States
-
TIAA Financial Services
380 Russell St, Hadley, MA 01035, United States
-
FSB Financial Group
85 Main St, Florence, MA 01062, United States
List of local businesses, places and services in Massachusetts
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos