I provide total financial needs analysis through a network of experienced professionals with expertise in:
• Financial services
• Retirement Income and College Savings analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
I am licensed to sell insurance in: MA, CT, NC, RI, VA, OH, FL, AZ and securities in: MA, AZ, and VA. I am a registered representative of and offer securities through The O.N. Equity Sales Company. Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242 (513) 794-6794. Investment Advisory Services offered through O.N. Investment Management Company.
Send me a message by filling out contact form or calling me at (774) 210-0119.