Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Miller is a financial advisor with The Colony Group, LLC. Susan has over 20 years of experience in the financial services industry. Susan is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Financial Specialist. Susan is registered with the state of Massachusetts. Susan specializes in working with high-net-worth individuals, families, and businesses. Susan provides a wide range of financial planning and investment management services, including retirement planning, college savings, estate planning, and tax planning.
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.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
07/09/2019 - Present
THE Colony Group, LLC (Wellesley MA)
MA
08/03/2000 - 10/04/2001
G. W. & WADE ASSET MANAGEMENT COMPANY, INC. (WELLESLEY MA)
BOTH
Issued 09/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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