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
Kori Allen (CRD# 1845744) is an Investment Advisor Representative working at Pine Haven Investment Counsel, Inc. in Fairhaven, MA and has over 25 years of experience in the finance industry. Kori Allen 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.
Frederick Thielker (CRD# 6127510) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fairhaven, MA and has 1 year 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: