My main goal is to find out what is important to you in regard to your plans. Emotions play an enormous role in your finances, so whether you can immediately identify your priorities or we discover them together, I want you to feel confident, comfortable and informed of the strategy I lay out for you.
As a lifelong Haverhill resident, I take great pride in using my over 20 years of industry experience to help local individuals, families, small businesses and non-profits invest and protect their money. It's my honor to serve the community that has been so good to me and my family throughout the years.
For more complex situations, I work hand in hand with your CPA and estate planner to ensure we all have your best interests in mind and focus on the big picture.
Please reach out for a complimentary consultation. I will walk you through our established process to show you how we get you on track and/or keep you there for life.
I look forward to hearing from you. Be safe and be happy!
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