Jeffery Boutin
CRD Number: 4013015
Current Firm: On Investment Management Co
Compensation Model: Both
It starts with a casual conversation with an experienced compassionate professional.
Perhaps knowing if you are on track for your ideal retirement is important to you. It might be protecting your family should the unexpected happen or simply wanting a better understanding of your finances. Perhaps you need help with just one issue such as rolling-over a retirement plan, acquiring adequate life insurance or saving for retirement. For "Baby Boomer's" it might be ensuring they have enough income in their retirement years.
"You need help from someone, so why not let us help you? You'll be glad that you did."
We are independent, objective and flexible.
No one is too big or too small to help. If you are looking for trusted, objective, Fee-Only advice - you've found it. If you finally want your own financial plan in place, we offer an easy to understand and an affordable planning fee . Or, if you just want a second opinion or a quick checkup, we can work on an hourly basis . We also offer prudent investment and insurance services as robust as the big companies, but with hometown atmosphere
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Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Boutin Financial Group, LLC | Amherst, NH | Jan 2006 - Current | 18 |
| The O.n. Equity Sales Company | Cincinnati, OH | Mar 2005 - Current | 19 |
| Ohio National Life Insurance Company | Cincinnati, OH | Feb 2004 - Current | 20 |
| Guardian Life Insurance Company | New York, NY | Jun 1999 - Current | 24 |
| Baldwin & Clarke | Bedford, NH | Dec 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
- ME
- MA
- NH
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Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Investment Advisory services offered through O.N. Investment Management Company. Registered Representative of, and securities offered through, The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242, 513.794.6794. Licensed to sell securities in Maine, Massachusetts and New Hampshire. Licensed to sell insurance and annuity products, including life, disability and long-term care insurance in New Hampshire. Insurance is offered through Jeffery P. Boutin.
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