Craig Geddes, Financial Advisor located in Needham, MA

Financial Advisor
Craig R Geddes

CFP®, ChFC®, CPWA®
175 Highland Avenue, Needham, MA 02494opens in a new window
New Client Waitlist
Serving clients with $2,000,000
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Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

Team Members

  • Brandi Kasza
    Registered Branch Associate
  • Duane McDonald
    Registered Branch Associate
    ChFC®, RICP®
  • Maryann Bonanno
    Sr. Branch Office Administrator
  • Nicole Pereira
    Sr. Branch Office Administrator
  • Susan Fonseca
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(508) 339-2611

Fax

(877) 222-4966

Office Address

175 Highland Avenue
Needham, MA 02494opens in a new window

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