General Info

Capital Analysts of New England, founded in 1972, provides personal and business financial planning services to its clients. The company assists its clients in various business transition situations, such as retention of the business for family members, planned sale of the business to employees, co-stockholders and external buyers, and contingency planning in the event of the client s premature death or disability. Its asset distribution and estate tax planning services include reduction of the current estate tax liability, controlled growth of the estate tax and planning for payment of the estate tax. The company offers investment advisory and insurance services, review of employee benefit programs, and retirement planning. It also provides insurance analysis and performance monitoring, and insurance product performance audits. The company s Web site provides various resources, including current quotes and news on individual stocks and funds, articles on various financial topics, different types of calculators, and glossary of financial terms. It also publishes a monthly online newsletter that provides up-to-date financial information to its clients. Capital Analysts of New England is headquartered in Quincy, Mass.