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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Robert Matson (CRD# 1028134) is an Investment Advisor Representative working at Lpl Financial LLC in Millis, MA and has over 35 years of experience in the finance industry.
Michael O'keeffe (CRD# 5086632) is an Investment Advisor Representative working at Oakdale Wealth Management in Millis, MA and has over 12 years of experience in the finance industry.
Thomas Ducey (CRD# 1792789) is an Investment Advisor Representative working at Commonwealth Financial Network in Millis, MA and has over 30 years of experience in the finance industry.
We help people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
1. Organization
2. Advice & Planning
3. Accountability
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...
Patrick Cote, CFA® (CRD# 5189191) is an Investment Advisor Representative working at Assetgrade, LLC in Boston, MA and has over 20 years of experience in the finance industry.
Paul Duval (CRD# 2076914) is President of Genesis Wealth Advisors, LLC in Stoughton, MA and has over 26 years of experience in the finance industry.
Dustin Latham (CRD# 5836494) is an Investment Advisor Representative working at Alternative Capitalis, LLC in Chelsea, MA and has over 9 years of experience in the finance industry.