Active
SUCCESSFUL MONEY STRATEGIES INC
Investment Advice|FALL RIVER, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$199.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 199.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 109829 |
| SEC Number | 801-43656 |
| Street Address | 10 NORTH MAIN STREET |
| Location | FALL RIVER, MA 02720 |
| Country | United States |
| Phone | (508) 730-2300 |
| Fax | (508) 730-1135 |
| Total Employees | 3 |
| Business Types | insurance_broker |
Client Count by Type (252 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 185 |
| High Net Worth Individual… | 67 |
Community Partners
CITY OF NORTH ATTLEBOROUGH TOWN
CITY OF TAUNTON
COUNTY OF BRISTOL
TOWN OF ACUSHNET
TOWN OF BERKLEY
TOWN OF DARTMOUTH
TOWN OF DIGHTON
TOWN OF EASTON
TOWN OF FAIRHAVEN
TOWN OF FREETOWN
TOWN OF LAKEVILLE
TOWN OF MANSFIELD
TOWN OF NORTON
TOWN OF RAYNHAM
TOWN OF REHOBOTH
TOWN OF SEEKONK
TOWN OF SOMERSET
TOWN OF SWANSEA
TOWN OF WESTPORT
CITY OF NORTH ATTLEBOROUGH TOWN
CITY OF TAUNTON
COUNTY OF BRISTOL
TOWN OF ACUSHNET
TOWN OF BERKLEY
TOWN OF DARTMOUTH
TOWN OF DIGHTON
TOWN OF EASTON
TOWN OF FAIRHAVEN
TOWN OF FREETOWN
TOWN OF LAKEVILLE
TOWN OF MANSFIELD
TOWN OF NORTON
TOWN OF RAYNHAM
TOWN OF REHOBOTH
TOWN OF SEEKONK
TOWN OF SOMERSET
TOWN OF SWANSEA
TOWN OF WESTPORT
CITY OF NORTH ATTLEBOROUGH TOWN
CITY OF TAUNTON
COUNTY OF BRISTOL
TOWN OF ACUSHNET
TOWN OF BERKLEY
TOWN OF DARTMOUTH
TOWN OF DIGHTON
TOWN OF EASTON
TOWN OF FAIRHAVEN
TOWN OF FREETOWN
TOWN OF LAKEVILLE
TOWN OF MANSFIELD
TOWN OF NORTON
TOWN OF RAYNHAM
TOWN OF REHOBOTH
TOWN OF SEEKONK
TOWN OF SOMERSET
TOWN OF SWANSEA
TOWN OF WESTPORT
Municipal Government
19 Active
19
Organizations
ACUSHNET HOUSING AUTHORITY
ATTLEBORO CITY OF BUSINESS ONLY
ATTLEBORO HOUSING AUTHORITY
DARTMOUTH FIRE DISTRICT 1
DARTMOUTH FIRE DISTRICT 2
DARTMOUTH FIRE DISTRICT 3
DARTMOUTH HOUSING
DARTMOUTH HOUSING AUTHORITY
DIGHTON ELECTRIC LIGHT DISTRICT
DIGHTON HOUSING AUTHORITY
DIGHTON WATER DISTRICT
EASTON HOUSING AUTHORITY
FAIRHAVEN HOUSING AUTHORITY
FALL RIVER HOUSING AUTHORITY
FALL RIVER REDEVELOPMENT AUTHORITY
GREATER ATTLEBORO TAUNTON REGIONAL TRANSIT AUTHORITY
MANSFIELD HOUSING AUTHORITY
MATTAPOISETT RIVER VALLEY WATER DISTRICT
MFN REGIONAL WASTEWATER DISTRICT
NEW BEDFORD PORT AUTHORITY
ACUSHNET HOUSING AUTHORITY
ATTLEBORO CITY OF BUSINESS ONLY
ATTLEBORO HOUSING AUTHORITY
DARTMOUTH FIRE DISTRICT 1
DARTMOUTH FIRE DISTRICT 2
DARTMOUTH FIRE DISTRICT 3
DARTMOUTH HOUSING
DARTMOUTH HOUSING AUTHORITY
DIGHTON ELECTRIC LIGHT DISTRICT
DIGHTON HOUSING AUTHORITY
DIGHTON WATER DISTRICT
EASTON HOUSING AUTHORITY
FAIRHAVEN HOUSING AUTHORITY
FALL RIVER HOUSING AUTHORITY
FALL RIVER REDEVELOPMENT AUTHORITY
GREATER ATTLEBORO TAUNTON REGIONAL TRANSIT AUTHORITY
MANSFIELD HOUSING AUTHORITY
MATTAPOISETT RIVER VALLEY WATER DISTRICT
MFN REGIONAL WASTEWATER DISTRICT
NEW BEDFORD PORT AUTHORITY
ACUSHNET HOUSING AUTHORITY
ATTLEBORO CITY OF BUSINESS ONLY
ATTLEBORO HOUSING AUTHORITY
DARTMOUTH FIRE DISTRICT 1
DARTMOUTH FIRE DISTRICT 2
DARTMOUTH FIRE DISTRICT 3
DARTMOUTH HOUSING
DARTMOUTH HOUSING AUTHORITY
DIGHTON ELECTRIC LIGHT DISTRICT
DIGHTON HOUSING AUTHORITY
DIGHTON WATER DISTRICT
EASTON HOUSING AUTHORITY
FAIRHAVEN HOUSING AUTHORITY
FALL RIVER HOUSING AUTHORITY
FALL RIVER REDEVELOPMENT AUTHORITY
GREATER ATTLEBORO TAUNTON REGIONAL TRANSIT AUTHORITY
MANSFIELD HOUSING AUTHORITY
MATTAPOISETT RIVER VALLEY WATER DISTRICT
MFN REGIONAL WASTEWATER DISTRICT
NEW BEDFORD PORT AUTHORITY
Special District
38 Active
38
Organizations
ACUSHNET TOWN SCHS
ATTLEBORO CITY SCHS
BERKLEY TOWN SCHS
BRISTOL CO AGRIC H SCH DIST
BRISTOL PLYMOUTH REGIONAL TECHNICAL SCHOOL DISTRICT
BRISTOL PLYMTH VOC TECH REG SC
CITY OF ATTLEBORO
CITY OF FALL RIVER
DARTMOUTH PUBLIC SCHOOLS
DIGHTON-REHOBOTH REG SCH DIST
EASTON TOWN PUBLIC SCH
FAIRHAVEN TOWN SCHS
FALL RIVER CITY PUBLIC SCHS
FREETOWN LAKEVILLE REGIONAL SCHOOLS
GREATER FALL RVR REG VOC TECH
GREATER NEW BEDFORD REG VOC. SCH.
MANSFIELD TOWN SCHS
NEW BEDFORD CITY SCH
NORTH ATTLEBOROUGH TOWN SCHOOLS
NORTON PUBLIC SCH
ACUSHNET TOWN SCHS
ATTLEBORO CITY SCHS
BERKLEY TOWN SCHS
BRISTOL CO AGRIC H SCH DIST
BRISTOL PLYMOUTH REGIONAL TECHNICAL SCHOOL DISTRICT
BRISTOL PLYMTH VOC TECH REG SC
CITY OF ATTLEBORO
CITY OF FALL RIVER
DARTMOUTH PUBLIC SCHOOLS
DIGHTON-REHOBOTH REG SCH DIST
EASTON TOWN PUBLIC SCH
FAIRHAVEN TOWN SCHS
FALL RIVER CITY PUBLIC SCHS
FREETOWN LAKEVILLE REGIONAL SCHOOLS
GREATER FALL RVR REG VOC TECH
GREATER NEW BEDFORD REG VOC. SCH.
MANSFIELD TOWN SCHS
NEW BEDFORD CITY SCH
NORTH ATTLEBOROUGH TOWN SCHOOLS
NORTON PUBLIC SCH
ACUSHNET TOWN SCHS
ATTLEBORO CITY SCHS
BERKLEY TOWN SCHS
BRISTOL CO AGRIC H SCH DIST
BRISTOL PLYMOUTH REGIONAL TECHNICAL SCHOOL DISTRICT
BRISTOL PLYMTH VOC TECH REG SC
CITY OF ATTLEBORO
CITY OF FALL RIVER
DARTMOUTH PUBLIC SCHOOLS
DIGHTON-REHOBOTH REG SCH DIST
EASTON TOWN PUBLIC SCH
FAIRHAVEN TOWN SCHS
FALL RIVER CITY PUBLIC SCHS
FREETOWN LAKEVILLE REGIONAL SCHOOLS
GREATER FALL RVR REG VOC TECH
GREATER NEW BEDFORD REG VOC. SCH.
MANSFIELD TOWN SCHS
NEW BEDFORD CITY SCH
NORTH ATTLEBOROUGH TOWN SCHOOLS
NORTON PUBLIC SCH
School District
28 Active
28
Organizations
1465 LOCAL 1465
1746 DOCK CORP
4-H 4 CONNECTION
638 SGT JOHN P COLLEARY
7000 LANGUAGES INC
Abundant Hope Pregnancy
ACOAXET CLUB INC
ACUSHNET CLASSIC ENSEMBLE INC
ACUSHNET COMMUNITY SERVICES INC
ACUSHNET FIREFIGHTERS ASSOCIATION INC
ACUSHNET PARENT-TEACHER ORGANIZATION
ACUSHNET POLICE ASSOCIATION
ACUSHNET RIFLE AND PISTOL CLUB INC
ACUSHNET RIVER SAFE BOATING CLUB INC
ACUSHNET ROAD RACE INC
ACUSHNET TEACHERS ASSOC INC
ACUSHNET VETERANS MEMORIAL PARK
ACUSHNET YOUTH ATHLETIC ASSOCIATION INC
Acushnet Youth Soccer Association Incorporated
ADAPT ASSOCIATION OF DATA PROCESSING TRAINERS
1465 LOCAL 1465
1746 DOCK CORP
4-H 4 CONNECTION
638 SGT JOHN P COLLEARY
7000 LANGUAGES INC
Abundant Hope Pregnancy
ACOAXET CLUB INC
ACUSHNET CLASSIC ENSEMBLE INC
ACUSHNET COMMUNITY SERVICES INC
ACUSHNET FIREFIGHTERS ASSOCIATION INC
ACUSHNET PARENT-TEACHER ORGANIZATION
ACUSHNET POLICE ASSOCIATION
ACUSHNET RIFLE AND PISTOL CLUB INC
ACUSHNET RIVER SAFE BOATING CLUB INC
ACUSHNET ROAD RACE INC
ACUSHNET TEACHERS ASSOC INC
ACUSHNET VETERANS MEMORIAL PARK
ACUSHNET YOUTH ATHLETIC ASSOCIATION INC
Acushnet Youth Soccer Association Incorporated
ADAPT ASSOCIATION OF DATA PROCESSING TRAINERS
1465 LOCAL 1465
1746 DOCK CORP
4-H 4 CONNECTION
638 SGT JOHN P COLLEARY
7000 LANGUAGES INC
Abundant Hope Pregnancy
ACOAXET CLUB INC
ACUSHNET CLASSIC ENSEMBLE INC
ACUSHNET COMMUNITY SERVICES INC
ACUSHNET FIREFIGHTERS ASSOCIATION INC
ACUSHNET PARENT-TEACHER ORGANIZATION
ACUSHNET POLICE ASSOCIATION
ACUSHNET RIFLE AND PISTOL CLUB INC
ACUSHNET RIVER SAFE BOATING CLUB INC
ACUSHNET ROAD RACE INC
ACUSHNET TEACHERS ASSOC INC
ACUSHNET VETERANS MEMORIAL PARK
ACUSHNET YOUTH ATHLETIC ASSOCIATION INC
Acushnet Youth Soccer Association Incorporated
ADAPT ASSOCIATION OF DATA PROCESSING TRAINERS
Nonprofit Organization
2294 Active
2294
Organizations
Community Partners135 organizations
TOWN OF ACUSHNET
Municipal Government·ACUSHNET
TOWN OF DIGHTON
Municipal Government·DIGHTON
TOWN OF LAKEVILLE
Municipal Government·LAKEVILLE
TOWN OF NORTON
Municipal Government·NORTON
TOWN OF SWANSEA
Municipal Government·SWANSEA
ACUSHNET HOUSING AUTHORITY
Special District·ACUSHNET
ATTLEBORO CITY OF BUSINESS ONLY
Special District·ATTLEBORO
ATTLEBORO HOUSING AUTHORITY
Special District·ATTLEBORO
DARTMOUTH FIRE DISTRICT 2
Special District·DARTMOUTH
DARTMOUTH FIRE DISTRICT 3
Special District·NORTH DARTMOUTH
DARTMOUTH HOUSING
Special District·NORTH DARTMOUTH
DIGHTON ELECTRIC LIGHT DISTRICT
Special District·NORTH DIGHTON
DIGHTON WATER DISTRICT
Special District·NORTH DIGHTON
EASTON HOUSING AUTHORITY
Special District·NORTH EASTON
FAIRHAVEN HOUSING AUTHORITY
Special District·FAIRHAVEN
FALL RIVER HOUSING AUTHORITY
Special District·FALL RIVER
FALL RIVER REDEVELOPMENT AUTHORITY
Special District·FALL RIVER
MATTAPOISETT RIVER VALLEY WATER DISTRICT
Special District·MATTAPOISETT
NORTH ATTLEBORO HOUSING AUTHORITY
Special District·NORTH ATTLEBORO
NORTH DIGHTON FIRE DISTRICT
Special District·NORTH DIGHTON
NORTON HOUSING AUTHORITY
Special District·NORTON
RAYNHAM CENTER WATER DISTRICT
Special District·RAYNHAM
RAYNHAM HOUSING AUTHORITY
Special District·RAYNHAM
REHOBOTH HOUSING AUTHORITY
Special District·REHOBOTH
SEEKONK HOUSING AUTHORITY
Special District·SEEKONK
SOMERSET HOUSING AUTHORITY
Special District·SOMERSET
SOUTHEASTERN REGIONAL PLANNING & ECONOMIC DEVELOPMENT DISTRICT
Special District·TAUNTON
SWANSEA HOUSING AUTHORITY
Special District·SWANSEA
SWANSEA WATER DISTRICT
Special District·SWANSEA
TAUNTON INDUSTRIAL IMPROVEMENT DISTRICT
Special District·TAUNTON
TOWN OF DARTMOUTH FIRE DEPARTMENT
Special District·NORTH DARTMOUTH
WESTPORT HOUSING AUTHORITY
Special District·WESTPORT
ACUSHNET TOWN SCHS
School District·ACUSHNET
BRISTOL CO AGRIC H SCH DIST
School District·DIGHTON
BRISTOL PLYMOUTH REGIONAL TECHNICAL SCHOOL DISTRICT
School District·TAUNTON
FAIRHAVEN TOWN SCHS
School District·FAIRHAVEN
MANSFIELD TOWN SCHS
School District·MANSFIELD
TOWN OF DARTMOUTH TOWN HALL
School District·NORTH DARTMOUTH
1465 LOCAL 1465
Nonprofit Organization·SOMERSET
1746 DOCK CORP
Nonprofit Organization·Westport
4-H 4 CONNECTION
Nonprofit Organization·Acushnet
638 SGT JOHN P COLLEARY
Nonprofit Organization·Fairhaven
7000 LANGUAGES INC
Nonprofit Organization·ATTLEBORO
Abundant Hope Pregnancy
Nonprofit Organization·Attleboro
ACOAXET CLUB INC
Nonprofit Organization·WESTPORT
ACUSHNET CLASSIC ENSEMBLE INC
Nonprofit Organization·Fairhaven
ACUSHNET COMMUNITY SERVICES INC
Nonprofit Organization·Acushnet
ACUSHNET FIREFIGHTERS ASSOCIATION INC
Nonprofit Organization·ACUSHNET
ACUSHNET PARENT-TEACHER ORGANIZATION
Nonprofit Organization·Acushnet
ACUSHNET POLICE ASSOCIATION
Nonprofit Organization·Acushnet
ACUSHNET RIFLE AND PISTOL CLUB INC
Nonprofit Organization·ACUSHNET
ACUSHNET RIVER SAFE BOATING CLUB INC
Nonprofit Organization·FAIRHAVEN
ACUSHNET ROAD RACE INC
Nonprofit Organization·Acushnet
ACUSHNET TEACHERS ASSOC INC
Nonprofit Organization·Acushnet
ACUSHNET VETERANS MEMORIAL PARK
Nonprofit Organization·ACUSHNET
ACUSHNET YOUTH ATHLETIC ASSOCIATION INC
Nonprofit Organization·ACUSHNET
Acushnet Youth Soccer Association Incorporated
Nonprofit Organization·Acushnet
ADAPT ASSOCIATION OF DATA PROCESSING TRAINERS
Nonprofit Organization·Norton
ADORANDO SIN LIMITES MINISTRIES INC
Nonprofit Organization·Raynham
AD PARNASSUM INC
Nonprofit Organization·Attleboro
AFFORDABLE RESIDENTIAL FINANCING INC
Nonprofit Organization·Fall River
AFRIAFYA
Nonprofit Organization·Somerset
African American Education and Training Foundation
Nonprofit Organization·Swansea
AFRICA TEACHER FOUNDATION INC
Nonprofit Organization·FALL RIVER
AFTER THE WAR FUND
Nonprofit Organization·South Easton
AGC SCHOLARSHIP FOUNDATION INC
Nonprofit Organization·MANSFIELD
AGLOW INTERNATIONAL
Nonprofit Organization·Attleboro
AGLOW INTERNATIONAL
Nonprofit Organization·Fall River
AHS CHEERLEADING BOOSTER CLUB CORPORATION
Nonprofit Organization·ATTLEBORO
AID FROM ABROAD
Nonprofit Organization·SEEKONK
AIR CONDITIONING ASSOCIATION OF NEW
Nonprofit Organization·NORTH ATTLEBORO
AIR ENERGY GROUP LLC
Nonprofit Organization·SOUTH EASTON
AIRE TIME CHARITABLE TR
Nonprofit Organization·Somerset
A IRVIN STUDLEY ELEMENTARY PARENT
Nonprofit Organization·ATTLEBORO
ALDEN PETTENGILL FOUNDATION
Nonprofit Organization·South Dartmouth
A Life Worth Living Corp
Nonprofit Organization·Taunton
ALL HANDS AND HEARTS
Nonprofit Organization·MATTAPOISETT
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·South Easton
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Swansea
ALYSSA E CORREIRA MEMORIAL FUND
Nonprofit Organization·NORTON
ALYSSA G FOUNDATION INC
Nonprofit Organization·South Dartmouth
AMALGAMATED TRANSIT UNION 1363 LOCAL
Nonprofit Organization·SWANSEA
Amalgamated Transit Union Local 1037
Nonprofit Organization·North Dartmouth
AMALGAMATED TRANSIT UNION LOCAL 174
Nonprofit Organization·FALL RIVER
AMARAL ADVANTAGE FOUNDATION INC
Nonprofit Organization·FALL RIVER
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Fairhaven
AMATEUR ATHLETIC UNIONS OF THE US INC
Nonprofit Organization·Fairhaven
AMATEUR ATHLTC UNION OF THE US INC
Nonprofit Organization·Lakeville