For the time being a phone, Zoom, Skype, or email is replacing in-person meetings
30+ Years of Experience
FREE PHONE CONSULTATION – Reach out to me by EMAIL or TEL. 508-277-5847 for a NO OBLIGATION consult
Degree in Finance
Named 5-Star Wealth Manager 6 Years in a Row
Boston and Dartmouth
Do We Meet In Person
The first introductory and fact-finding appointment can be in person or by phone. The next meeting where I provide my recommendations should be in person. (For the time being phone, skype, Zoom, and email replacing in-person meetings)
Subsequent meetings where we monitor your progress and investments can be done in-person, by phone, email, Zoom, or skype or, more likely, a combination of these meeting types.
Whom Am I Affiliated With?
How Much Do You Charge?
Some clients pay a commission, mainly those with smaller accounts, i.e., Roth IRAs, some public-school teachers with 403b retirement accounts or parents or grandparents setting up a 529 college savings plan.
Financial Advisor Braintree Public Schools 403b Plan