Investing Is Risky Business. Give Yourself a Fighting Chance for Success
An ongoing relationship with a financial consultant may help you avoid impulsive decisions that could have a negative impact on your investments.
For a free, independent, and objective review of your investments, contact me today.
- 25+ years of experience
- Licensed in MA, RI, NH, & ME
- Finance degree from the University of South Florida
Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. Also registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 registered representatives nationwide.
I’ve held an industry securities registration for 25+ years and am subject to SEC and FINRA oversight.
Roots in the Merrimack Valley
I lived in Haverhill for five years and have many clients that currently live in the Merrimack Valley.
How much do you charge?
Clients have 3 payment options. Most clients pay a flat fee which is 1% or less depending on the size and complexity of your financial planning needs.
Do we need to meet in person?
The first appointment should be in person. There is no cost for this introductory and fact finding meeting. If you become a client constant contact either in person, email, or by phone is important.