The Kingsbury Financial Group

The Kingsbury Financial Group (CRD# 129166) is a financial advisory firm headquartered in Westwood, MA. They manage $8,543,068 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Educational seminars/workshops
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.


Financial Advisors at The Kingsbury Financial Group
Showing 1 - 1 of 1 top financial advisors.
Patricia A. Kingsbury
CRD#: 2160211
Westwood, MA

Patricia Kingsbury (CRD# 2160211) is an Investment Advisor Representative working at The Kingsbury Financial Group in Westwood, MA and has over 26 years of experience in the finance industry.

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