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      Jonathan D. Pond, LLC

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      Financial Planners, Financial Planning Consultants, Financial Services

      1 Gateway Ctr Ste 413, Newton, MA 02458

      617-243-0020

      CLOSED NOW: 
      Today: 8:00 am - 6:00 pm
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      DETAILS
      General Info
      Offering first class investment management and financial planning services for individuals and families with investments, including workplace retirement plans, of $500,000 or more, backed by state-of-the-art technology, in depth research, and a customized investment approach.
      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management
      Services/Products
      Our success is predicated on partnering with you to identify, implement, and monitor a personalized approach designed to meet your investment objectives. We are committed to providing outstanding performance, delivering exceptional service and cultivating enduring relationships with our clients. For 25 years, our clients have relied on us for expertise, service, and integrity.
      Brands
      Fidelity, Schwab, TIAA-CREF
      Neighborhood
      Newton Corner
      Amenities
      Estate planning • Income tax planning • Insurance • Debt management • Charitable giving • College savings Contact us for an initial meeting and data gathering, we will provide an analysis of your financial and investment status; and schedule a follow up engagement meeting to: • Identify your goals • Design your portfolio • Construct your portfolio • Manage your portfolio • Evaluate and discuss The service cost of $1,000 is waived if the prospective client chooses us as their investment advisor. Complex financial situation analysis may cost more.
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      Trusted investment management and financial planning services

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