WEALTHY CHOICES (R)
Firm details
- Headquarters
- WESTWOOD, Massachusetts
- CRD number
- 134110
- Website
- wealthychoices.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPublication of Periodicals
Firm profile
FINTRXOverview
Wealthy Choices (R) operates as a sole proprietorship and is primarily engaged in providing financial planning services. The firm also acts as a registered representative of a broker-dealer and functions as an insurance broker. Wealthy Choices (R) focuses on delivering personalized financial advice and publishes periodicals or newsletters to keep clients informed. The firm does not engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1PENELOPE TZOUGROS
Investment Adviser RepresentativeCRD 1481663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTWOOD, MA
NORFOLK
Location
WESTWOOD, MA
Headquartered in WESTWOOD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 200 Lowder Dr
- Time zone
- ET (UTC-5)
- Office locations
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