Boyd Financial Strategies, Inc.
Boyd Financial Strategies, Inc. (CRD# 107505) is a financial advisory firm headquartered in Worcester, MA. They manage $77,906,748 in 371 accounts and serve the financial needs of clients across 1 states (or territories).
-
Total Assets Under Management78MILLION
-
Total Number of Accounts371ACCOUNTS
-
Average Account Value$209,991
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

MA
John Boyd (CRD# 1361880) is an Investment Advisor Representative working at Boyd Financial Strategies, Inc. in Worcester, MA and has over 32 years of experience in the finance industry. John Boyd 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.
Rosemarie Boyd (CRD# 1147294) is an Investment Advisor Representative working at Boyd Financial Strategies, Inc. in Worcester, MA and has over 34 years of experience in the finance industry. Rosemarie Boyd 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.
Peter Boyd (CRD# 5647772) is an Investment Advisor Representative working at Boyd Financial Strategies, Inc. in Worcester, MA and has 1 year of experience in the finance industry.