Bigelow Investment Advisors was created to provide objective investment and financial advice solely focused on your needs and goals.
Low Client to Advisor Ratio
Bigelow maintains a low number of clients per advisor. We believe to do our job well, we need to know your unique goals and concerns. We need to know your dreams, and how comfortable you are with risk. Our low client ratio allows us to give highly personalized service and provides the time to care for your financial affairs.
An Integrated Investment and Financial Planning Approach
Investment management and personal financial planning are essential. They serve clients best when considered at the same time. We listen and help you identify and quantify your financial goals. These goals set forth in your financial plan help determine the return and risk profile of the investment portfolio. With a clear understanding of your goals and how you are going to achieve them, financial anxiety and stress are reduced.
Client Centered Service
Communication is a cornerstone of our service. Your phone calls are always answered personally by someone you recognize. If you do leave a message or send us an email, our commitment is to get back to you as soon as possible, almost always within the same day. We believe your financial future is important and it is our job to be available to you when you need us.
We Include You In the Process
In order to be effective investment advisors, we need to get to know you. Your life’s plan is the most important factor in determining your financial plan. When you share your hopes and dreams, we can help you build a plan that will deliver your success. Your plan is never finished; we work with you continuously to update it to make sure you stay on track. Our goal is for you and your loved ones to live the life you desire with as little financial stress as possible.
Bigelow Investment Advisors is a Registered Investment Advisor (RIA). As an RIA, we have a legal fiduciary duty to act in our clients’ best interests. We do not sell any financial products. Therefore, we do not have the conflict of interest that others in the financial industry have. You hire us as your advisor to manage assets as you want. Your assets are held at an institutional brokerage such as Charles Schwab Company. You have continuous access to your account through online systems and customer service.