Unclaimed
Nicholas Safford is a financial advisor with Safford Nicholas H & Co. Inc. Nicholas has been in the industry since July of 1983 and has a long history of providing investment advice to individuals and families. The firm specializes in portfolio management for individuals and provides investment consulting. Nicholas is a Chartered Financial Analyst (CFA) and is registered with the securities regulators of California, Florida, Maine, Massachusetts, and Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
Percentage of assets under other investment advisers' management
1
2
MA
06/28/2019 - Present
Safford Nicholas H & Co. Inc. (ROCKPORT MA)
Active
Inactive
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