Contravisory
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
120 Longwater Dr Ste 100, Norwell, Massa...Phone Number
(781) 740-1786Website
www.contravisory.comRevenue
<$5 MillionIndustry
About Contravisory
Contravisory Investment Management has been providing wealth management services since 1972, focusing on both private clients and institutional partners. The company leverages over 50 years of experience in equity research to deliver tailored portfolio solutions that align with clients' financial goals, including retirement and wealth transfer. They emphasize a personalized approach, building long-lasting relationships based on integrity and trust, and pride themselves on a concierge client experience. Their services include financial planning, tax and estate planning, and investment management, with a commitment to regular communication and progress monitoring.Explore more
SIC Code 62,628NAICS Code 52,523Show moreContravisory Org Chart
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Contravisory Investment Management has been providing wealth management services since 1972, focusing on both private clients and institutional partners. The company leverages over 50 years of experience in equity research to deliver tailored portfolio solutions that align with clients' financial goals, including retirement and wealth transfer. The... Read More