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Cantella & Co., Inc.

Cantella & Co., Inc.

Investment Management Firms

Description

Cantella & Co., Inc. operates as a broker and dealer of wealth management tools to develop investment portfolios and strategies for individuals, families, and business owners. It offers portfolio analysis, asset allocation, wealth accumulation strategies, retirement planning, tax planning strategies, college education funding, business succession planning, charitable planning, cash management, consolidating assets and bills, asset manager search and implementation, equity and bond research, employee stock option strategies, and estate planning. The company also provides mutual funds, insurance products, variable and fixed annuities, equities, bonds, certificates of deposits, money markets, unit investment trusts, options, check writing, Visa gold debit cards, automatic bill paying, separately managed accounts, direct participation programs, alternative investments, initial public offerings, real estate investment trusts, Roth IRAS, sep IRAS, health savings accounts, individual retirement accounts, margin accounts, transfer on death accounts, disability insurance, long term care insurance, and term, universal, variable, and whole life insurance. In addition, it offers transition, trading, technology, compliance, and operations services for investment professionals. The company was founded in 1952 and is headquartered in Boston, Massachusetts.

Corporate Address

101 Federal Street 13th Floor Boston, MA02110 United States of America

United States of America

617-521-8630

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