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.

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Categories

Retirement Planning Services, Banks, Investment Management

Neighborhoods

Charlestown, Thompson Square - Bunker Hill

Other Link

website