linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Joan Saffery

NEW England Private Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly Joan Saffery

Kelly Joan Saffery is an Investment Advisor Representative at New England Private Wealth Advisors, LLC. Kelly has been in the industry since June 2018 and has a current registration with the state of Massachusetts. Kelly specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Kelly is a Certified Financial Planner.

Firm Information

Kelly Saffery is currently registered with NEW England Private Wealth Advisors, LLC. NEW England Private Wealth Advisors, LLC is an independent investment advisory firm headquartered in Wellesley, Massachusetts. They offer a wide range of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage assets for a variety of client types including high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. They currently manage over $2.6 billion in assets for more than 2,700 accounts.
NEW England Private Wealth Advisors, LLC

36 WASHINGTON STREET, SUITE 280

WELLESLEY, MA 02481-1922

$2.68B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Saffery’s Registration & Firm History

MA

04/13/2021 - Present

NEW England Private Wealth Advisors, LLC (WELLESLEY MA)

Not sure if Kelly Joan Saffery is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Joan Saffery.
Not sure if Kelly Joan Saffery is right for you?