Sentry Financial Planning, LLC

Sentry Financial Planning, LLC (CRD# 146687) is a financial advisory firm headquartered in , . They manage $41,536,396 in 149 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $278,768
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Sentry Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John S. Spoto
CRD#: 5507127
Andover, MA

John Spoto (CRD# 5507127) is an Investment Advisor Representative working at Sentry Financial Planning, LLC in Andover, MA and has over 16 years of experience in the finance industry.

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