Sandy Cove Advisors, LLC

Sandy Cove Advisors, LLC

Financial Services Hingham, Ma, United States 10 employees
Employees
10
Contacts
4
Emails
4
Phones
2
sandycoveadvisors.com LinkedIn

Sandy Cove Advisors, LLC Overview

Headquarters
Hingham, Ma, United States
Phone Number
Available in AeroLeads
Website
sandycoveadvisors.com
Industry
Financial Services
Employees
10
Founded
2010
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Wealth Management Family Office Services Financial Planning Investment Advisory Divorce Planning Families in Transition Asset Allocation & Investments Estate Retirement & Tax Planning Personal CFO Services

About Sandy Cove Advisors, LLC

Sandy Cove Advisors is a boutique financial advisory firm that delivers a full spectrum of customized wealth management services, with a focus on investments, financial planning and family office solutions. The firm’s personalized, disciplined process helps clients achieve financial peace of mind in an increasingly complex world. Whether planning for retirement, navigating a major life transition, or creating a financial roadmap, you can trust our experienced team to help make sound decisions that impact you and those you care about, so you can enjoy today while feeling confident about tomorrow. Our services include: Wealth Management Asset Allocation & Investments Financial Planning Investment Advisory Personal CFO Services Estate, Retirement & Tax Planning Family Office Services For more information, please visit www.SandyCoveAdvisors.com

Sandy Cove Advisors, LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Sandy Cove Advisors, LLC Org Chart

Sample employees and titles
Name Title Contact
Kate Saltonstall, Cfa Chief Investment Officer, Sandy Cove
Email Phone
Paul Antico Founder & Portfolio Manager at Sandy
Email
Deirdre Prescott President, Sandy Cove Advisors, Llc
Email Phone
Patti Murray Client Service Associate
Email

Employees by Management Level

Executive 3 profiles
Associate / junior 2 profiles

Department Contact Coverage

Department Contacts Email Phone
General 3 3 1
Executive 1 1 1

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