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
I, along with my team, help a limited number of busy, successful people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
I enjoy working with successful, financially conservative people who want one trusted advisor to oversee all of their financial stuff. Not only for them but also intergenerationally, for their kids and parents. All for one simple flat fee.
if that's you, let us know. Being an entrepreneur, I particularly enjoy working with responsible people like...
Joseph Priscella (CRD# 2270535) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Weymouth, MA and has over 23 years of experience in the finance industry.
Joseph Zanca (CRD# 1803000) is an Investment Advisor Representative working at Citizens Securities, Inc. in Weymouth, MA and has over 25 years of experience in the finance industry.
Patrick Barrett (CRD# 3157009) is an Investment Advisor Representative working at Source Capital Group, Inc. in Weymouth, MA and has over 17 years of experience in the finance industry. Patrick Barrett 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.