The Colony Group
Financial Services, 50 Derby St Ste 200, Boston, Massachusetts, 02043, United States, 201-500 Employees
Who is THE COLONY GROUP
The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and bus...
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Headquarters: 50 Derby St Ste 200, Boston, Massachusetts, 02043, United States
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Date Founded: 1986
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Employees: 201-500
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Revenue: $10 Million to $25 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding The Colony Group
Answer: The Colony Group's headquarters are located at 50 Derby St Ste 200, Boston, Massachusetts, 02043, United States
Answer: The Colony Group's phone number is TRUE
Answer: The Colony Group's official website is https://thecolonygroup.com
Answer: The Colony Group's revenue is $10 Million to $25 Million
Answer: The Colony Group's SIC: 6282
Answer: The Colony Group's NAICS: 523930
Answer: The Colony Group has 201-500 employees
Answer: The Colony Group is in Financial Services
Answer: The Colony Group top competitors include: Buckingham Strategic Wealth , Choate Investment Advisors , Crestwood Advisors
Answer: The Colony Group contact info: Phone number: TRUE Website: https://thecolonygroup.com
Answer: The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealthdelivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
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