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      Details

      Planning for tomorrow. Today.

      General Info

      At my firm, we have our clientsâ??and only the clientâ??in mind. I am a CERTIFIED FINANCIAL PLANNERTM and as such I am required to be a fiduciary and put the needs of the client ahead of my own. My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that is designed to address your individual situation. By nature, I am conservative when it comes to money, but realize there are times when you need to take more risk, prudently.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 617-580-0580

      Address:
      2 Lincoln Pl Charlestown, MA 02129
      Email:

      Link:

      website

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      Categories
      Retirement Planning Services, Banks, Investment Management
      Neighborhoods
      Charlestown, Thompson Square - Bunker Hill
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.