C

Cottage Street Advisors

New
Offers online services
New
Offers online services


About

Independent, fee-only, fiduciary standard firm offering advice, planning and investment management.

We don't accept commissions, kickbacks or referral fees. When you hire us, you get our best, unbiased opinion.

We also offer portfolio construction aligned to your values.

Chartered Financial Analyst: https://www.cfainstitute.org/programs/cfa

LinkedIn: https://www.linkedin.com/in/jbradfordinvestments/


Highlights

3 employees
9 years in business
Serves Marion , MA
Offers online services

Social media


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Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.

Frequently asked questions

We start with a no pressure, no judgement, free consultation, which can be over the phone, in person or via a web meeting.

We'll identify the products and services that meet your needs and then give you a proposal, usually in 1-2 days.

BA, Economics, University of Michigan

MBA, Boston College

CFA, Chartered Financial Analyst

For investment management, we charge .75% or three quarters of one percent of assets under management.

For financial planning, we provide fixed price quotes based on the complexity of the situation.

I worked at Fidelity Investments for 21 years and finally decided that if I wanted to work for the perfect investment management company in the perfect role, I would have to start the company myself, so I did.

Individual and families that are committed to saving and that value advice that will help them be more successful professionally, financially and civically.  

We also have many clients that were or are dissatisfied with their current money manager.

Most importantly, ask if they are a fiduciary.

Ask if you will be working directly with a Chartered Financial Analyst or at the very least, do they have one on staff.


Services offered

Financial Services And Planning