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
Richard Hertzberg (CRD# 2757713) is an Investment Advisor Representative working at Commonwealth Financial Network in Wrentham, MA and has over 19 years of experience in the finance industry.
Gary Boyt (CRD# 3199337) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wrentham, MA and has over 11 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:
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...