Back Office Services is a team of seasoned investment and financial support professionals with years of experience helping advisors be successful. While the physical office is located in Hamilton, MA, as a remote service we are able to work with advisors anywhere in the United States.
Founder Margo Killoran has worked in the industry over 25 years for advisors, family offices and financial companies. In addition to her network of support professionals, she can also provide the assistance of a local family office with additional admin/ops professionals, and if advisors wish, conference room, a CFA stock researcher/picker and family office services for clients.
PO Box 506, Hamilton, MA 01936
10:00 am – 05:00 pm