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201-500 employees
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financial services
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201 Washington St,Boston,Massachusetts,US
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The Colony Group is the smart choice for building, managing and preserving your wealth.We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions.We are a fiduciary, fee-only wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients’ financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
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The Colony Group Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
78.95%
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The widely used The Colony Group email format is {f}{last} (e.g. [email protected]) with 78.95% adoption across the company.
To contact The Colony Group customer service number in your country click here to find.
Jeanie Kirkiles is the CEO of The Colony Group. To contact Jeanie Kirkiles email at [email protected]. Or you may call +1.6177238200
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