Bruce McIndoe & Associates offers limited financial advisory services, including budgeting, basic retirement planning, basic estate planning, and specific investment recommendations based on your individual situation. The firm primarily recommends fixed annuity products, long-term care insurance, and life insurance. They may also recommend no-load mutual funds on a limited basis but do not manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Bruce McIndoe & Associates does not manage client assets. They may recommend no-load mutual funds or fixed annuities.
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