Wachusett Financial Management

Wachusett Financial Management (CRD# 129203) is a financial advisory firm headquartered in , . They manage $3,629,750 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $106,757
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Wachusett Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Casimir Juskowiak
CRD#: 4725398
206 Worcester Rd., Princeton, MA 01541
87
Wealthminder
score

Casimir Juskowiak (CRD# 4725398) is an Investment Advisor Representative working at Wachusett Financial Management in Princeton, MA and has 1 year of experience in the finance industry.

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