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BARTANDCO.COM

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As one of New England's premier wealth management firms, we bring together all the parts of your financial life, so they can be analyzed, managed, and transformed into one continuous whole. We offer a range of comprehensive planning services paired with a conservative investment philosophy personalized to both the near- and long-term future you envision.

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CONTACTS AT BARTANDCO.COM

Bartholomew & Company, Inc.

Thomas Bartholomew

370 Main ●●●●●●●●●uite 1000

Wor●●●ter , MA, 01608-1714

UNITED STATES

1508●●●●8807
to●@bartandco.com

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Bartholomew & Company, Inc.

Thomas Bartholomew

370 Main ●●●●●●●●●uite 1000

Wor●●●ter , MA, 01608-1714

UNITED STATES

1508●●●●8807
to●@bartandco.com

View this contact

Commonwealth Financial Network

Commonwealth Webteam

29 S●●●●r Rd

Wa●●am , MA, 02453

UNITED STATES

1781●●●●7980
1781●●●●0793
we●●●●●@commonwealth.com

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As one of New England's premier wealth management firms, we bring together all the parts of your financial life, so they can be analyzed, managed, and transformed into one continuous whole. We offer a range of comprehensive planning services paired with a conservative investment philosophy personalized to both the near- and long-term future you envision.
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Welcome | bartandco.com Reviews

https://bartandco.com

As one of New England's premier wealth management firms, we bring together all the parts of your financial life, so they can be analyzed, managed, and transformed into one continuous whole. We offer a range of comprehensive planning services paired with a conservative investment philosophy personalized to both the near- and long-term future you envision.

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bartandco.com bartandco.com
1

Bartholomew & Company - Municipal Investor's Services

http://www.bartandco.com/Municipal_Investors_Services.aspx

FOR MUNICIPALITIES: INVESTMENT SERVICES. Municipalities across Massachusetts trust us as investment advisors for many reasons:. We’re one of the few Massachusetts firms that specialize in the purchase and sale of fixed income securities. We are extremely familiar with the Massachusetts Legal List of Investments. And adhere to it when making investment selections on your behalf. Our team members, Dory Huard, Vice President, RICP. And Chuck Patterson, Sr. Vice President/COO, AIF. Consequently, we know and ...

2

Bartholomew & Company - About Us - Our Philosophy

http://www.bartandco.com/About_Us_-_Our_Philosophy.aspx

INVESTMENT SERVICES: OUR PHILOSOPHY. WHAT WE'RE KNOWN FOR. AND WHY IT MATTERS. Much of our reputation has been built on our many years of experience in the institutional bond market, which, in turn, have allowed us to deliver the tailored investment strategies and investment value individual investors demand. The financial plan we create together will be one that's most appropriate for your time horizon and risk. Prudent Management as a Core Investment Philosophy. A conservative approach to investing.

3

Bartholomew & Company - PR - 2015 Leaders Conference

http://www.bartandco.com/PR---2015-Leaders-Conference.aspx

Thomas J. Bartholomew Recognized as a Leading Financial Advisor by Commonwealth Financial Network. Worcester, MA (March 12, 2015). Mdash;Thomas J. Bartholomew, AIF. An independent financial advisor affiliated with Commonwealth Financial Network. This communication strictly intended for individuals residing in the states of AL,AZ,CA,CO,CT,DC,FL,GA,HI,IL,IN,KY,LA,MA,MD,ME,MI,MN,MO,NC,NH,NJ,NY,OH,OR,PA,RI,SC,TX,VA,VI,VT,WA,WI. No offers may be made or accepted from any resident outside these states due ...

4

Bartholomew & Company - Account Access

http://www.bartandco.com/Account_Access_-_Multiple_Options.aspx

YOUR ACCOUNT INFORMATION - AVAILABLE 24/7. To access your account information, please select the appropriate button to the right. If you are unsure of which system you should be using, please contact us. If you do not currently have a username and password and would like access to your account online, please submit your information using the form below, and someone will contact you regarding your request. Put Your Financial Life In the Palm of Your Hand. Account Access Request Form. View the User Guide.

5

Bartholomew & Company - PR - Joshua A. Paul Recognized as Leading Financi

http://www.bartandco.com/PR---Joshua-A-Paul-Recognized-as--Leading-Financi.aspx

Joshua A. Paul Recognized as a Leading Financial Advisor by Commonwealth Financial Network. Worcester, MA (April 28, 2015)—. Joshua A. Paul, CFP. An independent financial advisor affiliated with Commonwealth Financial Network. In honor of this distinction, Mr. Paul has been invited to join his peers at the Commonwealth Winners Circle conference, May 11–15, 2015, at the Ritz-Carlton in Sarasota, Florida. The conference will offer attendees an array of networking and educational opportunities...This commun...

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LINKS TO THIS WEBSITE

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Stand Up For Ryan - Sponsors

http://www.lol4ryan.org/Sponsors.html

Executive Sponsors - Over $1000. Scholarship Sponsors - $1000. Arthur J Hurley Company, Inc. Dave and Sue Stevens. Event Sponsors - $500. Ann and Jim Lauring and Family. Guardian Sponsors - $250. Bartholomew and Co. Incorporated.

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Staff & Board - Worcester County Food Bank

http://foodbank.org/meet-us/staff-and-board

NEXT BIG EVENT IN:. Additional Food & Nutrition Assistance. Hunger in Worcester County. Staff & Board. Publications & News. Jean G. McMurray. Manager, Worcester Food Policy Council. Wade E. Gotham. Development and Communications Coordinator. Paul D. Kunz. Naomi R. LeBlanc. George M. Mange. Development and Communications Associate. Operations Associate (Volunteers and Food Drives). Matthew J. Labovites. City of Worcester Department of Public Works and Parks. The Harbor Law Group. College of the Holy Cross.

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Welcome

For Employers and Businesses. Welcome to our new website! You are seeing this page because you tried to view our previous website. With the intention of better serving your financial needs, we have redesigned this site to provide quick and efficient access to our information and services, and it is now mobile friendly. Continue to our new homepage. A Registered Investment Adviser. Bartholomew and Company, Inc. 370 Main Street, Suite 1000, Worcester, MA 01608.

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