When I joined the financial services industry, my practice was based on guidance and education. I have expanded on that and now today, my wealth planning practice is much so much more! I thoroughly enjoy the special connection I have with my clients. I enjoy sharing, listening and learning about my client’s families, their lifestyles, their struggles, successes, and their dreams. Cultivating a lon
g-term relationship is based on trust and loyalty, where I walk side by side with my client, to provide creative long-term strategies to build wealth. I specialize in investment and portfolio management, life insurance, annuities, long-term health care and social security retirement planning. Anyone at any stage of their life can benefit from my expertise, even if you are close to retirement, have already retired or are just beginning. It is never too early, or late, to begin your wealth journey. Visit my website www.archstonefinancial.net or call my office at 508-453-9819 to schedule an introductory, complimentary meeting. Certifications
• Certified Retirement Planning Consultant
• Certified Long-term Care Consultant
• Certified in Social Security Claiming Strategies
Investment Advisor Representative offering securities and investment advisory services through Cetera AdvisorNetworks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Archstone Financial Advisors, LLC is not a subsidiary of, nor controlled by Cetera. Cetera is under separate ownership from any other named entity. Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:
We are licensed to sell Insurance Products in:
AZ, CT, FL, GA, MA, MI, NC, NH, NY, RI, SC, VT, CA, IL, ME, MN, CO, MD, NJ, OH, PA, TX, VA, WA, FL
We are registered to sell Securities in:
AZ, CA, CT, DC, FL, GA, IN, MA, MD, ME, MI, NC, NH, NY, RI, SC, TX, VA, VT.
