The content presented on this website is designed to provide you with an overview of Course Pilot’s advisory services and investment management philosophy. We hope you find this information useful in your search for the right firm to help you achieve your financial goals.
The website should not be considered an offer to provide services. Prior to engaging in any new relationship we conduct an Advisory Interview. Please contact us to schedule your interview.
Trust is the foundation of a successful relationship..
Course Pilot Financial LLC never discloses the nonpublic personal information collected about its clients to anyone except in furtherance of our business relationship, and then only to those persons necessary to effect the transactions and provide the services that Client authorize (such as broker-dealers, custodians, investment managers etc.) or as otherwise provided by law..
Massachusetts’s law (950 CMR 12-205(9)(C) 13 MGL 110A) prohibits us from disclosing the nonpublic personal information about you to other third parties unless we have your prior written consent. If you decide at some point to either terminate our services or become an inactive customer, we shall continue to adhere to this privacy policy.
Course Pilot Financial LLC is a Registered Investment Advisor in the state of Massachusetts.
Details on our registration can be found at www.adviserinfo.sec.gov. If you are a Non-Massachusetts resident please contact us to discuss your qualifications for our services.
Please contact us to learn more about our services or to receive further details on our privacy policy and registration.
We welcome the opportunity to meet you in person for an Advisory Interview to discover if we are the right firm for you. To schedule an advisory interview please call us at 508-983-1412 or send us and email. We look forward to hearing from you.
