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Rick Shrier

Shrier Associates LLC
Investment Advisor

Contact Information:

Westborough, MA 01581
United States

Years in Business:

 

30

Clients I'm Seeking:

 

My clients are motivated to a comprehensive investment strategy that will assist in reaching their lifetime financial goals. A strategy that will protect them during devastating bear markets but allow them to participate in market uptrends.

About My Business:

 

Shrier Associates, as a Registered Investment Advisor and Licensed Insurance Advisor, is independent and objective. Our advice is unbiased. We offer comprehensive services that help you move towards your financial goals and achieve the lifestyle you desire Shrier Associates looks out for the long-term financial goals of our clients. We help them gain greater confidence in their financial future while enjoying their life today. Shrier Associates helps its clients: Assess resources and available options by examining your goals, current investments, and comfort with the different inherent risks in all investment strategies. Engage clients in the wealth planning process. Our problem-solving approach can quickly uncover simple changes which can have impressive benefits. Generate your Wealth Management Strategy. When the plan is in place, we then create the investment and retirement strategy to make the proper investment choices at the lowest cost. These are designed to meet each of your objectives, whether long, medium or short-term, while taking into consideration risk preferences.

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