Sara
Thomson
Single Point Partners
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About this Advisor
Sara Thomson is a financial advisor based in Boston, Massachusetts, working with Single Point Partners. Sara has previously held positions at Newport County Chamber Of Commerce, Corrigan Financial Inc, and Single Point Partners. Sara has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Sara is part of Single Point Partners, which operates out of Boston, Massachusetts. The firm has 10 offices and 14 employees. The firm manages assets totaling $525.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Single Point Partners includes fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Single Point Partners Brokerage Details
$524,990,693
14
963
$545,162
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sara Thomson Work History
Single Point Partners
Corrigan Financial Inc
Newport County Chamber Of Commerce
Disclosures
Please visit the SEC profile of Sara Thomson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Single Point Partners
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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