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
Anthony Viera (CRD# 6143356) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dartmouth, MA and has over 2 years of experience in the finance industry.
Michael Laliberte (CRD# 2037749) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dartmouth, MA and has over 28 years of experience in the finance industry.
Brad Valois (CRD# 5918311) is a Financial Advisor affiliated with Baystate Financial and Baystate Wealth Management located in Rhode Island. He has over 5 years of experience in the securities and insurance industry. He is also enrolled in the Certified Financial Planner canidate program at Bryant University.
When it comes to finding financial advice, you need wisdom and guidance. Most importantly, you want to ensure the advice you receive will address your greatest financial needs Now and in the Future. There are 8 common issues that affect every client at some time in their lives: