HOW TO GET STARTED
Congratulations on taking the first step!
The rest will be easy.
For us, it is very important to know who our clients are before determining whether we can work together. We expect that our clients want to know about us as well, so we invite you to contact us to schedule an appointment to meet and chat.
So, we have a wonderful tool, called Riskalyze, available for you below that will help you understand your risk profile.
Please watch this video first and then take the assessment second. We think you will find it enlightening what it tells you about yourself!
1. Watch this short video
2. Click this button to find out about your risk profile
3. Click here to contact us
Disclosures:
Kendall Wealth LLC is a Massachusetts Registered Advisor Company.
Please contact us to receive our Form ADV Part 2A and 2B.
10 Rogers Street, Suite 118 • Cambridge Massachusetts 02142 • Phone: (617) 945-2371
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