Index Financial Partners, LLC
Information by Research TrustFinance
Index Financial Partners, LLC is an SEC-registered investment advisory firm based in Braintree, Massachusetts. As a fee-only advisor, the company operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its core services include personalized financial planning and discretionary investment management, aimed at helping clients align their financial resources with their life goals. The firm emphasizes a long-term, evidence-based investment philosophy.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial