Finarc Investments, Inc.

Finarc Investments, Inc. (CRD# 166571) is a financial advisory firm headquartered in Norwood, MA. They manage $88,312,827 in 355 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $248,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NY, TX

Financial Advisors at Finarc Investments, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Ellen B. Ryan
CRD#: 826234
315 Norwood Park South, Norwood, MA 02062
96
Wealthminder
score

Ellen Ryan (CRD# 826234) is an Investment Advisor Representative working at Finarc Investments, Inc. in Norwood, MA and has over 10 years of experience in the finance industry.

2
Matthew C. Slaney
CRD#: 2315720
315 Norwood Park South, Norwood, MA 02062
96
Wealthminder
score

Matthew Slaney (CRD# 2315720) is an Investment Advisor Representative working at Finarc Investments, Inc. in Norwood, MA and has over 16 years of experience in the finance industry.

3
Diane E. Wood
CRD#: 471898
315 Norwood Park South, Norwood, MA 02062
96
Wealthminder
score

Diane Wood (CRD# 471898) is an Investment Advisor Representative working at Finarc Investments, Inc. in Norwood, MA and has over 10 years of experience in the finance industry.

4
John S. Choe
CRD#: 6287838
315 Norwood Park South, Norwood, MA 02062
89
Wealthminder
score

John Choe (CRD# 6287838) is an Investment Advisor Representative working at Finarc Investments, Inc. in Norwood, MA and has over 2 years of experience in the finance industry.

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