Allison Montgomery Crate,  CFP<sup>&reg;</sup> - Financial Advisor

Allison Montgomery Crate, CFP®

CIMA®, CRPC®

Vice President, Senior Wealth Manager

Mayflower Advisors

265 Franklin Street, Suite 401
Boston, MA 02110
(617) 259-1767 CONNECT WITH Allison
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General

Allison Crate is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mayflower Advisors in Boston, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CRPC®, CDFA®, CPFA®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning

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