Joan K Norton Assoc.
About
Joan K. Norton & Associates is a Woburn financial advisory firm that has been serving clients since 1987. It manages investment portfolios with a focus on controlling risk, aiming for quality long-term, risk-adjusted returns through changing market cycles. The firm helps clients build and preserve savings for retirement and provide financial security for their families, designing custom portfolios after listening closely to each client’s needs, goals and dreams.
The firm emphasizes personal relationships, with meetings that cover not just portfolios but what else matters in a client’s life. It also builds community among clients through outings and events during the year, such as seats at sporting events, golf tournaments and an annual Client Appreciation Event. Securities are offered through Royal Alliance Associates, part of the wealth management network Advisor Group.
What to Know
- Royal Alliance Associates, its broker-dealer, was founded in 1969.
- Joan K. Norton has announced a donation to Disabled American Veterans.
- The firm supports a list of charities featured on its website.
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