Do I have enough and will it last?
Am I doing enough for my family’s future and my legacy ?
Will my Trust help me achieve my objectives?
Is my investment program tax efficient?
Our goal is to treat every client as our only client….
Needham Advisory Corp., a registered investment advisor, was formed in 1985 to provide custom investment management and general financial counseling services to individuals, trusts, retirement plans and endowments. We are registered with the Securities Division of the Commonwealth of Massachusetts. Our commitment is to act solely in your best interest on a fee-only basis and we do not receive commissions, nor do we sell products.
We consider each client to be unique and structure portfolios accordingly. We measure our success not only by how our performance compares with market indices but also, and more importantly, by how we meet our client's objectives. We offer a client responsive approach to managing assets that is not often found in today's volume oriented financial services environment.
861 Turnpike Street, North Andover, MA 01845
Phone: (978) 681-8821
Fax: (978) 685-8000
Use the form below to contact us regarding your financial planning or investment management needs. Please be as detailed as possible. You can also use this form to sign up for our quarterly newsletter. If you would like to email or call us to make an appointment, please do so by using our contact information in the contact us page.