Changing investment advisors can be awkward. Perhaps you’ve been with your current one for years. You have an established relationship. Your portfolio is doing OK… you guess.
But is OK good enough when it comes to your financial future?
The truth is, many financial clients are underserved. You at least owe it to yourself to assess your options.
Give us a call
When you come in for a free consultation, we’ll review your current circumstances and what your financial targets are. We’ll explain the H.M. Payson philosophy and how we work. If the fit feels right for you and you decide to move to H.M. Payson, we’ll help you through the transition. It’s easier than you might think.
When you experience our level of service and independent approach to investing, you might find yourself wondering, What was I waiting for?