Unclaimed
Andrea Marie Crowell is a Registered Investment Advisor representative with Kearney-Burch Financial Services, Inc. Andrea has been in the industry since 2005 and has a Series 65 license. Andrea has specialized in financial planning, pension consulting, publication of periodicals, and portfolio management for individuals. Andrea's office is located in Bolton, Massachusetts. Andrea's current registrations are active in California and Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
MA
12/13/2024 - Present
Kearney-Burch Financial Services, Inc. (Bolton MA)
IA
Issued 11/04/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Andrea Crowell is the right advisor for you? Invested Better is here to help.