The Kingsbury Financial Group
The Kingsbury Financial Group (CRD# 129166) is a financial advisory firm headquartered in Westwood, MA. They manage $10,768,551 in 68 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts68ACCOUNTS
Average Account Value$158,361
- 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
- Educational seminars/workshops
Patricia Kingsbury (CRD# 2160211) is an Investment Advisor Representative working at The Kingsbury Financial Group in Westwood, MA and has over 25 years of experience in the finance industry.