West Branch Capital LLC

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Hingham, United States

westbranchcapital.com
Investment Management· Investment service· Financial consultant· Financial planner· Social security financial department

West Branch Capital LLC Reviews | Rating 3 out of 5 stars (5 reviews)

West Branch Capital LLC is located in Hingham, United States on 99 Derby Street Suite 200. West Branch Capital LLC is rated 3 out of 5 in the category investment management in United States. West Branch Capital LLC is a Registered Investment Adviser offering investment management services to help investors preserve and grow their wealth. As fiduciaries, we are committed to maintaining a culture of integrity that permeates everything we do. We pride ourselves on offering independent, objective money management services and providing complete transparency to our clients in the management of their assets. We understand the high degree of trust placed in us by our clients and we work tirelessly to preserve it. Founded in 2004, West Branch Capital is an independently-owned, fee-only Registered Investment Adviser. Our core investment team collectively represents over 100 years of investment management experience. Our in-house investment management covers a broad spectrum of investment strategies, including Growth, Value, Balanced, Fixed Income (both taxable and tax-free), and Dynamic Asset Allocation. We also offer sophisticated financial plans tailored to clients’ current and future needs. Our planning process addresses virtually every aspect of a client’s financial life including estate planning, insurance, college and retirement needs. www.WestBranchCapital.com Offices in Amherst, Hingham, and Orleans, Massachusetts

Address

99 Derby Street Suite 200

Phone

+1 7815561035

Company size

1-10 employees

Headquarters

Hingham, MA

Founded

2004

Service options

Online appointments

Accessibility

Wheelchair-accessible entrance

Open hours

Sun
Closed
Mon
9AM–5PM
Tue
9AM–5PM
Wed
9AM–5PM
Thu
9AM–5PM
Fri
9AM–5PM
Sat
Closed

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