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Back Bay Financial Group, Inc is an independent wealth manager
committed to helping our clients build and manage their wealth. Our
sole focus is to develop customized financial planning and
investment solutions for our clients' personal, retirement and
charitable goals.
BBFG serves clients with comprehensive wealth management
services that integrate investment management with financial
planning. We work best with clients that seek an experienced
multi-disciplined advisor who can integrate their investment, tax,
retirement and estate planning strategies.
Full-service comprehensive financial planning and investment advice
is our product, and finding solutions for you is our priority. We
work diligently to achieve the optimum competency in our field
and strive for the highest standards of proficiency, and all five of
our Wealth Managers are Certified Financial Planners™ (CFPs®).
Our approach to wealth management also encompasses professional
investment advice and management. Once your wealth management
objectives are clearly defined in the financial planning
process, a customized asset allocation program is created to assist
you in reaching your financial and investment goals. Your cash flow
needs and tax situation are integrated into your portfolio
design, and your holdings are reviewed on an ongoing basis and
adjusted as needed. Each portfolio is customized based on these
unique considerations. The size of portfolios may allow the use
of specialized investment vehicles, such as private money managers,
tax advantaged investments or individual securities in addition to
bonds and equities.
Back Bay Financial Group, Inc. (BBFG) is a Fee-Only wealth
management firm that integrates financial planning and investment
advisory services. We strive to provide the highest quality of
services to individuals, estates, trusts, charitable organizations
and small businesses in the areas of retirement planning, estate and
income tax planning, investments, risk protection, cash flow
planning, stock option analysis and college savings strategies.
At Back Bay Financial Group, long-term focus is placed on diversity,
cost consciousness, and tax efficiency. A qualified team of wealth
managers and support staff works with each client to
assess and prioritize financial goals. Portfolio design is based on
four basic investment models and is customized for each client,
balancing the rate of return and risk. Portfolios implement several
types of investments, including low cost index funds and exchange
traded funds, quantitatively passive funds from Dimensional Fund
Advisors and actively managed funds selected for their
consistent style, performance record and low expenses.
http://www.backbayfinancial.com
Back Bay Financial Group, Inc.
535 Boylston Street
Suite 300
Boston, MA 02116
Boston Capital Corporation
Thirty-five years after its founding, Boston Capital is acknowledged
as one of the nation's leading real estate financing and investment
firms, with multifamily housing and commercial holdings in 49
states, the District of Columbia, Puerto Rico and the U.S. Virgin
Islands. We are the 3rd largest owner of apartments in the United
States.
Boston Capital Corporation and its affiliates are proud of the
strong relationships we have built over the years -relationships
based on common goals and mutual trust. In serving you, we are
committed to providing you with the investment products and services
you need now and in the years ahead, and to protecting your personal
informationv along the way. This privacy notice
contains information about how we fulfill this commitment to you.Our
Use Of Personal Information
Boston Capital has built a reputation over the past 34 years of
striving to offer its investors real estate investment vehicles that
will maximize their investments and provide above market returns.
Our success over this time frame is the result of shrewd investment
decisions and years of experience in judging market conditions.
There is no better example of Boston Capital’s expertise and
ability then the recent disposition of the Boston Capital Real
Estate Investment Trust (Boston Capital REIT).
The Boston Capital REIT was formed in 2005 for the purpose of
investing in market rate multifamily properties throughout the
United States. The initial share price per share was $10 and the
REIT
acquired 11 apartment properties consisting of 3,098 apartment
units. Due to the outstanding performance of the properties in the
REIT portfolio, in the fall of 2007, an offer was tendered by a
private equity fund manager to purchase the Boston Capital REIT at a
33% premium, or $13.30 per share. Over 66% of shares outstanding
voted on the sale of the REIT with an overwhelming 97%
of voting shares in favor of the transaction. This disposition, when
factoring in the 6% dividend collected by shareholders, resulted in
a total Internal Rate of Return of 40% for average shareholders
of the Boston Capital REIT.
Boston Capital Real Estate Investment Trust, Inc. was a Maryland
corporation that operated as a real estate investment trust for
federal income tax purposes. Through its subsidiaries and joint
ventures, Boston Capital REIT owned interests in a portfolio of 11
apartment properties which consisted of 3,098 units and comprised
approximately 2,713,000 square feet located in Washington,
Oregon, Utah, Florida and Texas.
http://www.bostoncapital.com
One Boston Place
Boston, MA 02108
Cantella & Co., Inc. : Helping Investors Since 1952
When you work with a Cantella Financial Consultant, you are working
with someone who is not conflicted by pressure to market the firm's
proprietary products (we have none). Cantella
representatives have access to a vast array of information,
products, services, and experts from retirement planning to asset
allocation to help you analyze and implement a financial strategy to
meet your financial needs. Your Cantella representative is here to
help guide you through each stage ofyour life in an ever-changing
investment environment.
Most Cantella registered representatives are former wirehouse or
regional producers with the entrepreneurial spirit to succeed as
independent business owners. Cantella combines old-fashioned
personalized service in a family-focused atmosphere with a
competitive payout, great technology, and the ability to carry
client accounts at three different New York Stock Exchange Members.
Our philosophy of no "nickel and dime" fees gives our independent
representatives the flexibility to build their franchise to best
meet their clients needs.
We are a service company - we take your calls and strive to resolve
all questions or problems on the first call. Employees are
cross-trained to handle multiple tasks and resolve problems quickly.
Call us old-fashioned, but we believe the core success of service
companies comes from support provided by people. Our back office
employees are service professionals trained to support
Cantella's investment professionals. We strive every day to provide
better service to our representatives so they can do the best job
possible for their clients.
Many registered representatives consider the compliance department
the dreaded sales prevention team. We have heard many stories of the
painful process of trying to receive compliance
approval for the simplest marketing piece. We promise when it comes
to compliance that we will work with you as a partner. Sales and
marketing is an integral part of your franchise and we are
here to not only help you increase your production, but to do so
within established industry rules and regulations. We consider web
sites, brochures, print advertising, mailers, sponsorships, and
seminars to be valid means of communicating your business to current
and potential clients. We will work with you to develop advertising
that satisfies regulatory guidelines. We continue to
increase our compliance staff to provide you with timely turnaround
of your marketing materials. There are various rules and regulations
set by the different regulatory authorities such as FINRA,
the SEC and the states that must be followed. Our proactive
compliance staff is here to help and protect you and your customers.
https://www.cantella.com
Cantella & Co., Inc.
2 Oliver St., 11th Floor
Boston, MA 02109
Massachusetts :
Financial Advisor in Boston :
: Financial Advisor in Cambridge
: : Financial Advisor in Needham
: Financial Advisor in Newton
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