Broker Check

 (617) 348-2884

1) Investment Management

We’re focused on providing independent, objective investment advice. Relying on nearly 20-years of investment experience, we’ll work with you to create a financial portfolio that matches your risk levels.

We provide assistance in the following investment areas:

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity