Unclaimed
Matthew Terence Lagan is a registered investment advisor representative for Congress Asset Management Company, LLP based in Boston, MA. Matthew is a Chartered Financial Analyst. Matthew has been in the industry since January 2003.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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
10/31/2016 - Present
Congress Asset Management Company, LLP (BOSTON MA)
Active
Inactive
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