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Financial Advisors can assist you with designing an investment portfolio. Advisors must take ongoing continuing education to remain qualified to supply investment advice. Financial advisors can work independently or for wire house firms. Bay Colony Group provides personal financial planning and management and estate planning to its clientele. Bay Colony has the current information on stock, bond and mutual fund investments. Bay Colony also offers rates for fixed and variable annuities, life insurance, 401 (k) plans, and provides group benefit services for dental medical and disability insurance.
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