We think we are the perfect size for people who want both personal attention and extensive experience and resources. We are boutique by design so we can really get to know you. Like we say, this is personal. You are never just an account to us. But we also have big firm know-how. In fact, many of us have come from big companies, but prefer the personal, friendly feel of a smaller firm like ours. You can count on access to all the top investment opportunities and lower costs – just without the go-around.
Personal service and cost savings? At Joslin Capital, the answer is “Yes.”
When it comes to your wealth, you deserve a listening ear and undivided attention.
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Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc.,
Member FINRA/SIPC and an SEC Registered Investment Advisor.