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Business Profile

Financial Planning Consultants

Sapphire Wealth Management, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(978) 685-1600Email BusinessWrite a Review

About

Important information

Overview

Sapphire Wealth Management, LLC

1 Tech Drive, Suite 210

Andover, MA 01810-2452

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See Hours
Operating Hours
8:30 AM - 6:00 PM
8:30 AM - 6:00 PM
8:30 AM - 6:00 PM
8:30 AM - 6:00 PM
8:30 AM - 6:00 PM
Closed
Closed

BBB Accreditation & Rating

Sapphire Wealth Management, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Sapphire Wealth Management, LLC provides investment and financial services. The company offers clients a range of financial planning options, which include guidance on preparing for retirement at various stages of life and building customized financial strategies. They focus on establishing long-lasting client relationships by offering education and expert advice tailored to individual financial goals. The business provides services to commercial customers.

BBB Accredited Since: 8/19/2013

Years in Business: 21

Products and Services

Financial Plan Preparation, Retirement Planning, Investment management, Insurance Planning, Education Funding, Tax Allocation Planning, Estate Planning, Budgeting & Cash Flow Analysis, Family Success Planning

Photos and Videos

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Business Details

Local BBB:
Better Business Bureau in Eastern MA, ME, RI & VT
BBB File Opened:
8/19/2013
Business Started:
6/14/2005
Business Incorporated:
6/14/2005
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Douglas E Howes, President
Number of Employees:
3

Additional Contact Information

Principal Contacts
Mr. Douglas E Howes, President
Customer Contacts
Mr. Douglas E Howes, President
Additional Phone Numbers
Other Phone: (800) 385-7640
Additional Email Addresses
Primary: Email this Business
Additional Websites
angieslist.com/companylis...
yellowpages.com/andover-m...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Massachusetts Securities Division
Massachusetts Securities Division
Boston MA 02108
Phone Number: 617-727-3548; 800-269-5428
Fax Number: 617-248-0177
https://www.sec.state.ma.us/divisions/securities/securities.htm
[email protected]
Business Categories
Financial Planning Consultants, Investment Security, Wealth Management

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