Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
We help people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
2. Advice & Planning
Our primary way to accomplish this is by using our technology to get you organized, developing a comprehensive living financial strategy, and keeping you accountable to your plans and goals.
We deliver this through a team of professionals: planners, CPAs, Attorneys, Realtors, Banking Specialists, healthcare and Medicare experts all coordinating your plan into something that works harmoniously...
Marcia Sullivan (CRD# 2390153) is an Investment Advisor Representative working at Commonwealth Financial Network in Bedford, MA and has over 23 years of experience in the finance industry. Marcia Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Cunningham (CRD# 1046890) is an Investment Advisor Representative working at Boston Harbor Investment Management in Bedford, MA and has over 12 years of experience in the finance industry.
Dennis Caulfield (CRD# 6132687) is an Investment Advisor Representative working at Boston Harbor Investment Management in Bedford, MA and has over 4 years of experience in the finance industry.