Overview

Independent Financial Advisor with a Boston and Central MA office. Practice engineered to acquire and retain clients via acquisition. A high touch, client service-focused model delivered via client service contracts and optimized business and investment processes. I have an analyst, 1.5 service associates, and operations at my disposal.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Resources
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