As a financial advisor, I take great pride in using my established process to serve individual investors who are primarily concerned with transitioning to their ideal retirement and travel abundant lifestyle within 10 years. The need for a relationship with a trusted financial advisor is personal to me. Like many others, my own parents didn't want to think about money or developing a strategy around their finances and, as a result, were completely unprepared when circumstances changed, leaving them vulnerable and anxious for what the future may hold. Seeing this firsthand, I felt there had to be a better way, and that experience began my journey into learning how others could prepare for better outcomes for their financial future.
My senior branch office administrator, Cara Sandrowski, who brings over 16 years of experience with our firm, partners with me to build personal relationships with each of our clients to serve them comprehensively.
Being active in our community is important to us. I have served as the director of the Hanson Business Network, past president of the Kiwanis Club of Hanson and as a former member of the Hanson 200th Anniversary Committee. As an alumnus of Sigma Pi Fraternity, I helped coordinate our Sleepout for the Homeless and Brotherhood Auction to support Autism Research. I'm grateful to work alongside so many fantastic leaders to strengthen our community.
In my personal time, I enjoy getting outdoors whenever possible. As a craft brew enthusiast, I enjoy supporting small, independently owned, local breweries while watching our New England Sports teams.
I believe it’s important to invest my time to understand what you’re working toward before you invest your money. My clients and I recognize that we are working together in partnership toward their most important financial goals, with strategies personalized to fit their needs and vision for the present and future.
We look forward to meeting you!
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Intergenerational Planning
- Retirement Savings Strategies
- Socially Conscious Investing
My Personal Interests
- Active Lifestyle
- Outdoor Enthusiast
- Sports Enthusiast
Office Address430 Liberty Street
Hanson, MA 02341 opens in a new window
Phone NumberJoshua E Singer at (781) 293-3837
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