Boston Harbor Wealth Advisors, LLC
Boston Harbor Wealth Advisors, LLC (CRD# 282486) is a financial advisory firm headquartered in Acton, MA. They serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, FL, MA, NH
Jeffrey Omansky (CRD# 1057238) is an Investment Advisor Representative working at Boston Harbor Wealth Advisors, LLC in Acton, MA and has over 35 years of experience in the finance industry. Jeffrey Omansky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.