Invest With The Stock Sisters
The Stock Sisters provide easy to understand investment advice. Already have an account set up with another firm? No problem.
Keep your investments. Change your advisor.
Investing with The Stock Sisters is easy. By completing our short Client Questionnaire below, we will learn more about you, your investment needs, and personal finances so that we can determine what investments will be most suitable.
No sensitive information will be gathered and this form is simply a chance to provide us with information before we schedule a call with you.
Prefer to call us? Call 508-861-7550.
- Fill out our client questionnaire to help us learn more about you.
- We’ll contact you to schedule a phone call so we can chat. We’ll discuss your investment needs, concerns and goals, and encourage you to ask questions.
- Make it official! We’ll send you a proposal which you can sign and return.
- Let us do the work! We’ll manage your portfolio to meet your objectives and give you online access so you can track your progress.
- We’ll keep in touch and check in with you periodically to make account changes whenever necessary.