Derby And Company, Inc.

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Description

  • For over 25 years, we have been providing straightforward, insightful and personalized investment management and retirement planning to guide individuals and families in protecting and growing their wealth. As an independent business, Derby & Company brings together performance and partnership in managing assets and legacies through the generations. We take a measured, thoughtful approach to securing financial independence, building wealth and trust for the long-term.YOUR LONG-TERM INDEPENDENCE, OUR INDEPENDENT APPROACHINDEPENDENT & OBJECTIVEOur approach is simple and direct. We make your goals our goals. As an independent investment advisor, we have the ability, and the freedom, to make decisions based on your best interests. We are objective in our planning and investing, transparent in our operations, and fee-based. We are not product-driven. Instead, we have the flexibility to choose from a wide breadth of investment options, allowing us to capture opportunities while minimizing risk.STRAIGHTFORWARD & REALISTICConfident investing begins with clarity of direction. We therefore follow a direct approach, from assessment through planning and execution. To help reduce complexity and increase understanding, we translate your financial realities into uncomplicated and achievable plans. We also explain market trends, discuss risks and rewards, and review goals and progress to ensure clear, ongoing communication.INTEGRATED & CONNECTEDOften financial goals go beyond traditional investment management to real estate, private placement or other opportunities. We work collaboratively with a broad network of hand-picked professionals to help ensure your plans are well-integrated to meet your needs.
  • location

    Headquarters:7 Wells Avenue , Newton, Massachusetts, United States

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  • Derby And Company, Inc. phone

    Phone Number: +1 617-527-8900

  • Derby And Company, Inc. website

    Website: https://www.derbyco.com

  • Derby And Company, Inc. employees

    Employees:20

  • Derby And Company, Inc. revenue

    Revenue:$10 - 50M

  • Derby And Company, Inc. legal name

    Legal Name:Derby And Company, Inc.

  • Derby And Company, Inc.'s Social Media

    Derby And Company, Inc. linkedin
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  • |  NAICS Code: 525110  |

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Managing Director for Derby And Company, Inc.

Andy Cathline

Managing Director

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View Employees

Andy Cathline

Managing Director

Allison Montgomery

Director Of Financial And Retirement Planning

Frequently Asked Questions regarding Derby And Company, Inc.

  • Where are Derby And Company, Inc.'s Headquarters?

    Derby And Company, Inc.'s Headquarters are in 7 Wells Avenue ,Newton,Massachusetts,United States

  • What is Derby And Company, Inc.'s phone number?

    Derby And Company, Inc.'s phone number is +1 617-527-8900

  • What is Derby And Company, Inc.'s official website?

    Derby And Company, Inc.'s official website is https://www.derbyco.com

  • What is Derby And Company, Inc.'s Revenue?

    Derby And Company, Inc.'s revenue is $10 - 50M

  • What is Derby And Company, Inc.'s NAICS code?

    Derby And Company, Inc.'s NAICS code is 525110

  • How many employees are working in Derby And Company, Inc.

    Derby And Company, Inc. has 20 employees

  • What is Derby And Company, Inc.'s Industry?

    Derby And Company, Inc. is in the industry of Investment Management

  • Who is Derby And Company, Inc.'s Managing Director?

    Derby And Company, Inc.'s Managing Director is Andy Cathline

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