Safford Nicholas H & Co Inc

Norton Sloan is a financial advisor with Nicholas H. Safford & Co., Inc. in Rockport, MA, holding a Series 65 designation and 20 years of industry experience. He has been with Nicholas H. Safford & Co., Inc. since 2005. Nicholas H. Safford & Co., Inc. provides investment counsel and portfolio management to individuals, trusts, IRAs, and institutional clients such as charitable institutions and foundations. The firm employs a research-driven approach focusing on fundamentally sound companies with earnings and dividend growth, supplemented by selective allocations to international equities, bonds, and mutual funds or ETFs.

Matthew Safford is a financial advisor at Nicholas H. Safford & Co., Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Deloitte & Touche. His background also includes academic and preparatory school experience prior to entering the financial sector. Nicholas H. Safford & Co., Inc. provides investment counsel and portfolio management to individuals, trusts, IRAs, and institutional clients such as charitable institutions and endowments. The firm uses a research-driven investment approach focusing on fundamentally sound companies and maintains a non-discretionary management style with tailored recommendations and ongoing client communication.

William Dwyer is a financial advisor at Nicholas H. Safford & Co., Inc. in Rockport, MA, holding a Series 65 designation with eight years of industry experience. Prior to his advisory role, he was involved with the Pleon Yacht Club for four years. Nicholas H. Safford & Co., Inc. provides investment counsel and portfolio management to individuals, trusts, IRAs, and institutional clients, focusing on a research-driven approach that emphasizes fundamentally sound companies and tailored client recommendations through ongoing review and communication.

John Safford is a financial advisor at Nicholas H. Safford & Co., Inc. in Rockport, MA, holding a Series 63 designation with 31 years of industry experience. He has been with Nicholas H. Safford & Co., Inc. since 1993. Nicholas H. Safford & Co., Inc. provides investment counsel and portfolio management to individuals, trusts, IRAs, and various institutional clients, including charitable institutions and endowments. The firm employs a research-driven investment approach focused on fundamentally sound companies with earnings and dividend growth, supplemented by select non-U.S. equities and high-quality fixed income, operating primarily on a non-discretionary basis.