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Business Profile

Investment Advisory Services

Brown Advisory Group, LLC
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BBB Accredited BusinessA+Rated by BBB
Visit Website(401) 433-1100Email BusinessWrite a Review

About

Important information

Overview

Brown Advisory Group, LLC

1445 Wampanoag Trl # 102

Riverside, RI 02915

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BBB Accreditation & Rating

Brown Advisory Group, LLC is BBB Accredited.

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

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About This Business

Brown Advisory Group offers financial planning services, including retirement planning, wealth management, and estate strategies. The company aids clients in understanding their current financial standing and future outlook. Through a consultative and retainer-based approach, Brown Advisory Group provides personalized financial advice without the requirement of substantial investments. Their process involves engaging with clients to share objectives, identifying opportunities and exposures, and implementing tailored recommendations while monitoring outcomes. The business provides services to residential customers.

BBB Accredited Since: 12/2/2021

Years in Business: 20

Business Details

Local BBB:
Better Business Bureau in Eastern MA, ME, RI & VT
BBB File Opened:
9/5/2017
Business Started:
2/8/2006
Business Incorporated:
2/8/2006
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Jeffery Brown CFP, Financial Advisor
Number of Employees:
3

Additional Contact Information

Principal Contacts
Mr. Jeffery Brown CFP, Financial Advisor
Customer Contacts
Mr. Jeffery Brown CFP, Financial Advisor
Additional Email Addresses
Primary: Email this Business
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

Business Categories
Investment Advisory Services

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