Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Donovan is a financial advisor with Grimes & Company, Inc. Sean is a Certified Financial Planner and has been in the industry since June 2015. Sean's expertise includes providing financial planning, selecting other advisors, portfolio management for businesses, and portfolio management for individuals. Sean has passed the Series 63, 66, and 65 exams.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
10/15/2024 - Present
Grimes & Company, Inc. (WESTBOROUGH MA)
Active
Inactive
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