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Colman-Knight Advisory Group
- Financial Advising
- Carlisle, MA
About this business
Electronic Filing, Efile
Location details
18 Audubon Ln, Carlisle, MA, 01741, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Colman-Knight have been my advisors for more than 25 years. I have relied upon their honesty, integrity and expertise to guide me through the ups and downs of the financial markets. With my agreement they have adjusted my holdings based on my risk tolerance and the stage of my life, from a focus on growth to one of capital preservation. We have stayed the course through multiple down markets, including the 2008 collapse. This has always proven to be a successful strategy. I highly recommend them for their financial guidance ... read more
Colman Knight has provided an ideal blend of personal (hopes, desires) and financial (details, numbers, investments) planning to support us. We have worked with a different well-known advisor in the past (not a big company like Fidelity but also a boutique firm) and felt a lack in the level of attention to non-financial aspects. Gayle, Rich, Knight and the rest of the crew at CK take the time to connect on all aspects, not just as a one-time thing at the start but on a continual and ongoing basis. Highly recommended.
I've had the value or working with Colman | Knight over the last 8+ years. They focus not just on the numbers but the whole client. By focusing on the individual clients; goals, objectives and comfort level with Risk and expectations C&K can provide a more more holistic perspective.
My husband and I began working with the Colman/Knight financial advisors almost two years ago. We have been very happy with their services. The approach to money is managed in partnership with our goals. They spend as much time with you as you want or need to understand financial management and investments. The holistic aspects have taught us a lot in evaluating how we spend money aligned with our goals to enhance the quality of our lives. Everyone at Colman/ Knight are very knowledgeable, professional and responsive. We hig... read more
5 stars are not sufficient to capture the integrity, financial wisdom, decency and sincerity of every person at ColmanKnight Advisory Group. I have trusted the team with my investments and financial needs for over 30 years! Not only have they increased my wealth, but more importantly, they have helped me define how I want my money to support my dreams for myself and my family. Congratulations, Gayle, on being recognized as one of 80 best financial planners for 2024 by Money Magazine!
Frequently asked questions about Colman-Knight Advisory Group
How is Colman-Knight Advisory Group rated?
Colman-Knight Advisory Group has a 5 star rating with 11 reviews.
When is Colman-Knight Advisory Group open?
Colman-Knight Advisory Group is closed now. It will open on Monday at 9:00 a.m.
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