“My Financial Guy”- It’s the phrase we tend to hear most often in spite of however more accurately we might position ourselves as you Trusted Financial Advisor, Certified Financial Planner, financial advisor, investment advisor, etc.
People like to have one and sometimes feel that they need one just to be able to say that they have one. In any case we work best when we’re utilized not just nominated.
If your family members or friends need a Trusted Financial Advisor- we do that!
Let us be “the financial guy” (or girl) Give a call at 781-535-6083.