Old Colony Investment Services Information

Old Colony Investment Services is an independent financial services firm. While our clients come from all walks of life, many of them tend to fall into three different groups: Academics & Educators, Medical Professionals, and Single Women (due to death or divorce). In addition to answering the questions above, we help you transition from an income dependent upon your salary, to a lifestyle supported by your investments. We offer independent review of your existing portfolio, as well as provide possible income forecasts. And finally, we look for ways to help address any tax inefficiencies and explore opportunities for creating tax advantaged income. Coordinating through a network of allied professionals, our goal is to help you preserve and protect your assets and income. All of which can allow you to feel more comfortable, confident and in control of your finances. After all, that's the real objective, isn't it?