Edward Kennedy Mason Financial is a concierge wealth management and financial advisory firm specializing in comprehensive personalized financial plans
Headed by Rick Torrington CFP®, Edward Kennedy Mason Financial takes your personal situation and creates a comprehensive financial planning strategy based on your needs and long term goals. It all begins with an in-depth conversation that allows the client to express their needs, fears and desires. Based on this information a unique plan is tailored for the individual. This plan will then be reviewed quarterly with the client to provide clarity and to ensure their situation and needs have not ch...
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat CLOSED
-
Sun CLOSED
- Location TypeNA
- Opening Date2004-01-01
- Annual Revenue Estimate$2.5 to 5 million
- SIC Code show
- Employees2 to 4
- Contactsshow
- CEO Rick Torrington
- Phone (941)907-0725
- Email [email protected]
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