Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jude? Claim Your ProfileJude Kotarides is a financial advisor with CW Advisors, LLC, a registered investment advisor. Jude has been a financial advisor since 1992 and has a strong background in financial planning and investment management. Jude's expertise is working with corporations, individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jude is also a Personal Financial Specialist.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
12/25/2023 - Present
CW Advisors, LLC (BOSTON MA)
Active
Inactive
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