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Joshua Pacheco Financial Advisor & Planning in Westport, MA | Axis Advisors, LLC

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joshuapacheco

Personal Details
First Name: 
Joshua
Last Name: 
Pacheco
Phone: 
(508) 444-0581
Mobile: 
(508) 264-1519
Organization Details
Organization Name: 
Axis Wealth Partners, LLC
Organization Description: 

We are dedicated to providing investment management and strategic wealth planning to [your target market]. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

Axis Wealth Partners, LLC does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Client Login URL: 
https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx?&kc=y&sim=y
Office Location
Office Name: 
Axis Wealth Partners, LLC.
Street Address: 
909 State Road Unit E
City: 
Westport
State/Province: 
MA
ZIP/Postal Code: 
02790
Country: 
United States
Headshot and Biography
Personal Photo: 
Homepage Photo (Team): 
Disclaimer
Disclaimer: 

Investment Advisory Services offered through Axis Wealth Partners, LLC. Securities offered through Innovation Partners LLC, Member FINRA/SIPC. Axis Wealth Partners, LLC and Innovation Partners, LLC are independent and unaffiliated companies.

Axis Wealth Partners, LLC (“Axis”) is a registered investment adviser registered with the Securities and Exchange Commission offering advisory services. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Axis in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Axis, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (508) 444-0581
Fax:
Mobile: 508.264.1519

Email: jpacheco@axiswp.com

909 State Road Unit E , Westport, MA 02790

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Investment Advisory Services offered through Axis Wealth Partners, LLC. Securities offered through Innovation Partners LLC, Member FINRA/SIPC. Axis Wealth Partners, LLC and Innovation Partners, LLC are independent and unaffiliated companies.

Axis Wealth Partners, LLC (“Axis”) is a registered investment adviser registered with the Securities and Exchange Commission offering advisory services. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Axis in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Axis, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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