Dianne E Ginn - Ameriprise Financial Services, 60 Walnut St, Ste 202, Wellesley Hills, MA 02481, US

Excalibur Management Corporation, based in Newton Lower Falls, MA, is an independent and trusted advisory firm specializing in investment management, risk analysis, family advisory, wealth planning, endowments, foundations, retirement, and private business advisory. With a mission to protect each client's financial security while growing wealth through risk-appropriate investment strategies, Excalibur takes a personalized approach, getting to know each client to provide customized solutions that help them achieve their unique goals while preserving and growing their wealth. With a culture of integrity and thoughtful attention to detail, Excalibur delivers unbiased and deeply researched advice, building confidence, peace-of-mind, and trust in all their services. Excalibur Management Corp offers a range of services including investment management risk analysis, personalized risk-appropriate investment strategies, family advisory tailored for high net worth families, wealth planning with a holistic approach to long-term objectives, and private business advisory providing strategic counsel for critical business decisions and opportunistic investing. With a commitment to deeply researched and unbiased advice, Excalibur has built long-standing relationships with clients, working with them for decades and across multiple generations. Their expertise and dedication make them a trusted partner in preserving and growing wealth.Generated from the website

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