About Me:
Allot of people in the financial industry will tug their clients toward what best suits the company. Whether that means Fidelity pushing investments, Aflac pushing insurance, you get the point. I let my clients tug me, and we work on what matters to you. Creating a goal-oriented budget, a structured retirement plan, and filling any insurance needs for my client are some of the things we touch on.
Location
Bridgewater, Massachusetts, United States