Norton Financial Consultants
Firm details
- Headquarters
- Medway, Massachusetts
- CRD number
- 117351
- Website
- www.nortonfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Norton Financial Consultants is a small, individually owned advisory practice organized as a sole proprietorship. The firm operates as a registered representative of a broker-dealer and as an insurance broker while providing financial planning services to clients. Its published fee arrangements are hourly and fixed-fee engagements rather than asset-based or discretionary management mandates. Norton Financial Consultants does not identify as an active ESG investor, is not designated a capital allocator, and is not listed as a multi-state registered 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 1
Christa Canavan
Principal and Financial AdvisorCRD 1352882
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Medway, MA
Norfolk
Location
Medway, MA
Headquartered in Medway, 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
- 165 Main St
- Time zone
- ET (UTC-5)
- Office locations
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