Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist.
Our clients’ successes are built on exceptionally personal experiences that embody a “hands-on” approach, and a time-tested investment methodology. The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success.
If there is one promise that we will make to you, it is this: we will do whatever we can to hold you to your commitment to stay the course. It begins with asking you to share with us your most cherished goals, and walking with you as you work toward achieving them. At times we may share some hard truths with you. We will also stand by your side and support you when you are most susceptible to making emotional decisions that are not for your long-term benefit. In fact, that is when we can be of greatest value to you: by helping you avoid the ‘one big mistake’ that may derail your entire financial plan.
Company Details
- Employees
- 26
- Founded
- -
- Address
- 858 Washington St, Dedham,massachusetts 02026,united States
- Phone
- +1 617-209-2224
- in****@****ode.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- beckbode.com
- Keywords
- Financial Planning, Financial Advisors, Wealth Management, Investment Plans, Retirement Planning, Investment and Asset Management, 401(k) Implementation, Financial Coaching, Financial Management, Investment Advisor, Retirement Investing, Fee Only Financial Advisor, Individual Stock Investing, Financial Independence, Risk Management, Retirement Plan Consulting, College Savings Plan, Long Term Investments, Financial Fitness, Investment Planning Strategies.
- HQ
- Dedham, Massachusetts
Beck Bode, Llc Questions
Beck Bode, Llc's helpline number is +1 617-209-2224
Beck Bode, Llc's website is beckbode.com
Beck Bode, Llc's LinkedIn profile is https://www.linkedin.com/company/beckbode
Beck Bode, Llc has
26 employees.
View email and phone details for 26
employees at Beck Bode, Llc.
Beck Bode, Llc's industry is
Financial Services
Beck Bode, Llc's top competitors are
Twinfocus,
Sound View Financial Advisors, Llc,
Edelman Financial Engines,
Planmember Financial Corporation,
Cushman & Wakefield,
Fox Hill Wealth Management,
Reconstructing Wealth,
Crestwood Advisors,
Ballentine Partners, Llc,
Altruist.
Beck Bode, Llc's support email address is invest@beckbode.com
Beck Bode, Llc's categories are Financial Services
Beck Bode, Llc's founding year is 2012
