The Kaleel Company, Inc.

CONNECT

Address:

77 Franklin St Suite 501
Boston, MA 02110

Phone:

(617) 338-8747

Fax/Other:

(617) 338-9410

Investment Planning & Management

We believe whole-heartedly in the saying, “Money is hard to make, and easy to lose.”

Our philosophy is the same whether you are just starting to save for the future, suddenly received wealth, or have been working a lifetime and are approaching retirement; it's about wealth management. It is about building and maintaining wealth so that it is there when you need it.

Our responsibility is to help our clients organize and simplify their financial lives, strive to maximize investment opportunities, and be on the lookout for the downside. We canl build, manage and adjust investment programs that are designed specifically around your individual situation and needs. We consistently monitor your program, communicate with you, and proactively call you when opportunities arise.

For those who want and treasure a personal relationship, we have almost 5 decades of dedication to our clients through the service we provide.

At Kaleel Company we are very proud of our solid regulatory history and invite you to view it for yourself. CLICK HERE