Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Smiegal is a financial advisor at The Colony Group, LLC. William has been with The Colony Group, LLC since September 2016 and is registered with the state of Massachusetts as an Investment Advisor Representative. Prior to joining The Colony Group, LLC, William worked at Ayco in Latham, New York. William holds a Certified Financial Planner designation. William specializes in providing financial advice to high-net-worth individuals, charitable organizations, corporations, and other businesses. William also provides a variety of other financial services, including tax preparation, dispute resolution, and family office services.
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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MA
08/23/2022 - Present
THE Colony Group, LLC (Boston MA)
Active
Inactive
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