(781) 421-6666

Old Colony Investment Services

  • Home
  • Services
  • Our Clients
  • About Us
  • Why Jim?
  • Our Process
  • What You Can Expect
  • Resources 
    • Retirement
    • Estate
    • Investment
    • Money
    • Lifestyle
    • Videos
    • Articles
    • Calculators
  • Contact Us 
    • EBOOK

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Have A Question About This Topic?

Thank you! Oops!
 

Related Content

Tax Efficiency in Retirement

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

How Cash Apps Work

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Contact

Old Colony Investment Services

Office: (781) 421-6666

Toll-Free: 1 (800) 393-2424

150 LONGWATER DR

STE 103

Norwell, MA 02061

jim@jamesfratello.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Advisor. Member FINRA/SIPC. Old Colony Investment Services and IFG are unaffiliated entities.

IFG registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.