Abacus Private Wealth Management Details

Abacus Private Wealth Management is a full-service, independent financial firm committed to helping people pursue their financial goals. As an independent firm, we can offer our clients the solutions that best...
Abacus Private Wealth Management is a full-service, independent financial firm committed to helping people pursue their financial goals. As an independent firm, we can offer our clients the solutions that best serve them. We are not mandated to represent solutions that are proprietary to a captive firm.We have extensive personal and professional experience in the areas of tax planning and preparation, personal financial planning and business consulting. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Abacus Private Wealth Management is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firmsThis profile is published for residents of the United States only. Kestra Investment Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefor, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kesrta Investment Services, LLC Compliance Department at 512-697-6000.
HQ
7812461040
Location
Westborough, Massachusetts

Notable Alumni

Kenneth Der
Investment Advisior Representative/Registered Representative
Affiliated Financial Group Inc

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

"We love the interface, the experience, and most importantly… the results."

Erik Straub

Chief Marketing Officer, Kickfurther

"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."

Michael Transon

CEO, Victorious

Ready to try it out?

Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.