Contact Us

Let’s talk. Send us a message and we’ll follow-up with you to start a conversation on your financial goals.

Contact

[email protected]
Tel. 617.227.3111
Fax 617.227.7467

Office Hours

Monday – Friday
9AM – 5PM EST

Location

155 Federal Street
Suite 1602
Boston, MA 02110

Parking

Garage at Post Office Square Entrances at 130 Congress St.
and 55 Pearl St.

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    Frequently Asked
    Questions

    Below are some commonly asked questions when clients consider giving Penobscot an initial call. Don’t hesitate to contact us with additional questions.

    Fill out the form above or call us directly to schedule a meeting with a Penobscot advisor during which both parties ask questions, get to know one another, and then determine if becoming a Penobscot client is right for you.

    Your initial consultation with Penobscot is free of charge.

    We have an open-door policy and welcome a conversation with you whenever deemed necessary by you or your advisor. With that said, we hope to engage with you at least on a quarterly basis – but no pressure to do so.

    Penobscot fees are based on a percentage of assets under management for services rendered.

    Penobscot takes great pride in working with clients at all stages of their lives – from those new to investing to those requiring wealth management support.