Penobscot Investment Management Co

Penobscot Investment Management Co Financial planner in Boston
50 Congress St STE 410, Boston, MA 02109

Penobscot Investment Management in Boston MA

Penobscot Investment Management Co is a financial planner located at 50 Congress St, Suite 410, Boston, MA 02109. The firm serves local clients in the Financial District who want guidance on investments, retirement, and long term wealth planning.

Located in the America/New_York time zone, the office is convenient for Boston area professionals who prefer in person or regional service. Public details mention its role as a financial planner, though specific services and review scores are not fully listed in the source data.

Location and local Boston accessibility

Penobscot Investment Management Co is based at 50 Congress St STE 410, Boston, MA 02109, in the heart of downtown Boston. This central location is close to major transit options, offices, and other financial institutions.

Being a local financial planner, the firm is positioned to work with Boston residents and nearby communities who want advice that fits Massachusetts tax rules and regional economic conditions. If you plan to visit, it is wise to confirm office hours directly with the firm.

Financial planning focus and potential services

As a financial planner, Penobscot Investment Management Co likely helps clients organize their investments around goals such as retirement, education funding, and legacy planning. Many firms in this category also offer portfolio management and ongoing monitoring of client accounts.

Before engaging any planner, ask about their fiduciary status, fee structure, and investment philosophy. Request a clear explanation of how they build portfolios, manage risk, and communicate performance so you can compare them with other Boston advisors.

Checking reviews and advisor credentials

The source summary notes an average rating from reviews but does not provide a specific score or number of reviews. To get a current picture, search recent reviews on Google, Yelp, or financial advisor directories and look for consistent themes in client feedback.

You should also verify the firm and its advisors through tools like FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure site. These databases can show registrations, disclosures, and background information that help you make a more informed choice.

How to evaluate if this planner fits you

When considering Penobscot Investment Management Co, start with a brief introductory call to discuss your goals and see if their approach fits your needs. Ask how they tailor strategies for different life stages, from early career saving to retirement income planning.

Compare their answers with at least one or two other Boston financial planners. Look for clarity, transparency on costs, and a communication style that makes you feel comfortable asking questions about your money.

Quick Answers about this Boston planner

Where is Penobscot Investment Management Co located?

The firm is located at 50 Congress St, Suite 410, Boston, MA 02109, in the downtown Financial District.

What type of business is Penobscot Investment Management Co?

It is listed as a financial planner serving local clients in and around Boston, Massachusetts.

What time zone does the office operate in?

The business operates in the America/New_York time zone, which covers Boston and the rest of Eastern Massachusetts.

Is there an average review rating available?

The summary notes that an average rating exists, but the exact score and number of reviews are not specified in the provided data. You should check current listings on major review platforms for up to date ratings.

How can I decide if this planner is right for me?

Schedule an initial consultation, ask about fees, services, and investment philosophy, and compare their responses with at least one other Boston advisor. Also review online feedback and verify registrations through official financial regulatory sites.

Does this information replace professional financial advice?

No. This overview is informational only and is not financial, legal, or tax advice. Always consult a qualified professional before making investment decisions.

Further reading and useful resources

FINRA BrokerCheck for advisor background

SEC Investment Adviser Public Disclosure search

Investor.gov guide to working with financial professionals

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Source: Penobscot Investment Management Co

America/New_York time zone
average rating from reviews for Penobscot Investment Management Co: