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Business Profile

Financial Planning Consultants

Bay Colony Advisory Group, Inc.

Headquarters

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Visit Website(800) 320-1912Email Business

About

Overview

Headquarters

Bay Colony Advisory Group, Inc.

86 Baker Avenue Extension Suite 310

Concord, MA 01742-2132

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Find a Location

Bay Colony Advisory Group, Inc. has 8 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    • Bay Colony Advisory Group, Inc.

      86 Baker Avenue Extension Suite 310 Concord, MA 01742-2132

    • Bay Colony Advisory Group, Inc.

      43 Heather Ln Wilton, CT 06897-4129

    • Bay Colony Advisory Group, Inc.

      6896 S Cook Way Centennial, CO 80122-2014

    • Bay Colony Advisory Group, Inc.

      3013 Route 30 Dorset, VT 05251

    • Bay Colony Advisory Group, Inc.

      62 Pine Ridge Rd Greenwich, CT 06830-4013

    Years in Business: 24

    BBB Accreditation & Rating

    Bay Colony Advisory Group, Inc. is NOT a BBB Accredited Business.

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

    Why choose a BBB Accredited Business?

    About This Business

    Bay Colony Advisory Group, Inc. is an independent investment advisory boutique with offices located in Massachusetts and Florida. Bay Colony acts as a fiduciary for client accounts and provides comprehensive wealth management and personal financial planning services to its clientele. The firm offers estate planning and asset management services through the firm's Registered Investment Advisory firm- Bay Colony Advisors, to individual, corporate, and non-profit clients.

    Photos and Videos

    Business Details

    Local BBB:
    Better Business Bureau in Eastern MA, ME, RI & VT
    BBB File Opened:
    3/26/2010
    Business Started:
    6/14/2000
    Business Incorporated:
    6/14/2000
    Type of Entity:
    Corporation
    Alternate Names:
    Bay Colony Advisors
    Business Management:
    Mr. John Winthrop-Ohl, President/Founder
    Mr. James Clements Catacchio, Executive Vice President
    Number of Employees:
    11

    Additional Contact Information

    Principal Contacts
    Mr. John Winthrop-Ohl, President/Founder
    Mr. James Clements Catacchio, Executive Vice President
    Customer Contacts
    Mr. John Winthrop-Ohl, President/Founder
    Mr. James Clements Catacchio, Executive Vice President
    Fax numbers
    Other Fax: (617) 249-1807
    Other Fax: (203) 554-5075
    Other Fax: (646) 390-7777
    Other Fax: (720) 232-6433
    Additional Phone Numbers
    Other Phone: (203) 834-9093
    Other Phone: (802) 417-7664
    Other Phone: (860) 550-2683
    Other Phone: (720) 925-5221
    Other Phone: (877) 237-7951
    Additional Email Addresses
    Primary: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    Additional Information

    Other Resources
    Massachusetts Securities Division
    Massachusetts Securities Division
    Boston MA 02108
    Phone Number: 617-727-3548; 800-269-5428
    Fax Number: 617-248-0177
    http://www.sec.state.ma.us/sct/sctidx.htm
    [email protected]
    Business Categories
    Financial Planning Consultants

    More Resources

    BBB Reports On: Known Marketplace PracticesOverview of Ratings

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