South Shore Investment Services, LLC

EST. AUM
$117,927,211

CONTACTS

CLIENT ACCOUNTS
832

Firm Details

Metro area Boston
CRD Number 311450
Website southshoreis.com
Client types

Overview

South Shore Investment Services, LLC is a Massachusetts-based registered investment advisor providing comprehensive wealth management and financial planning services to individuals, families, and business owners. The firm focuses on delivering personalized, fiduciary-driven advice across areas such as investment management, retirement planning, tax strategies, and estate coordination. It aims to help clients build, protect, and transfer wealth through holistic financial solutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

South Shore Investment Services, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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