Parsons Capital Management, Inc. is a private advisory firm specializing in personalized and exclusive financial services for clients with investable assets of $250,000 or more. Headquartered at 40 Westminster Street Suite 400, Providence, RI, this fee-only advisory company prioritizes the financial goals and objectives of its clientele by providing unbiased, competent financial planning advice without commission conflicts. Established on May 28, 2013, and filed under Florida's business entity number F13000002345, PCM operates with a focus on disciplined portfolio management and tax-efficient asset withdrawal strategies to help clients achieve their financial aspirations across generations.
PCM’s services include detailed analysis, tailored recommendations, and individualized advice to meet specific client needs. The firm distinguishes itself by offering personal service despite maintaining a limited number of clients, ensuring attentive customer service and fostering long-term relationships built on trust. Founded on the principle of fee-based compensation, Parsons Capital Management remains free from commission influence, allowing its advisors to select suitable financial solutions for their clients' unique circumstances.
PCM’s network primarily grows through referrals, demonstrating its strong reputation and client satisfaction. The company’s mission centers around aiding clients in reaching their personal financial goals. Additionally, PCM facilitates intergenerational planning by coordinating long-term strategies that align with family objectives. For more information on the firm's services or to explore potential collaborations, visit their website at parsonscapitalmanagement.com.
KEY FACTS ABOUT PARSONS CAPITAL MANAGEMENT, INC.
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US Businesses
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Companies in Florida
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Martin County Companies
- Company name
- PARSONS CAPITAL MANAGEMENT, INC.
- Status
- Active
- Filed Number
- F13000002345
- FEI Number
- 050474398
- Date of Incorporation
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May 28, 2013
Age - 13 years
- Home State
- RI
- Company Type
- Foreign for Profit
CONTACTS
- Website
- http://parsonscapitalmanagement.com
- Phones
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(908) 730-0011
(908) 730-0012
(888) 435-8180
(888) 258-4345
PARSONS CAPITAL MANAGEMENT, INC. NEAR ME
- Principal Address
- 40 WESTMINSTER STREET STE 400,
PROVIDENCE,
RI,
02903,
US
See Also