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...
Stephen Huntzinger Jr (CRD# 4975754) is an Investment Advisor Representative working at Dunham Lane Capital Partners LLC in Saugus, MA and has over 8 years of experience in the finance industry.
Anthony Olivieri (CRD# 5547700) is an Investment Advisor Representative working at Dunham Lane Capital Partners LLC in Saugus, MA and has over 6 years of experience in the finance industry.
William Burton (CRD# 2510760) is an Investment Advisor Representative working at Crystal Capital Management Corporation in Saugus, MA and has over 22 years of experience in the finance industry. William Burton 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.