Financial Planner

Hi D.,
We've been working with Paul Bougeois with LPL Financial in Winchester since our daughter was born 2 years ago. He is a certified financial planner, and works on a fee basis--that means that he doesn't get commission based on what you purchase from him. So, he doesn't pressure you to buy things, only makes suggestions on what is in your best interest. He has been so helpful in getting us the right life insurance and helping us in decisions about investments. He is really flexible with meetings--we usually go in the evening and he is great. If you are interested in contact him, his number is ###-###-####.
Thanks,
S. Carter

Hi D.,
My husband & I have been working with a guy by the name of Chris Norton. He's affiliated with Horace Mann (my husband works in a school district) but manages the money/investments for people in all professions. My husband has been working with him for 10 years & couldn't say enough about him. When I met him last year, I agreed 100%. He's a really knowledgable guy who's willing to spend a lot of time with his clients & even agreed to come to us (he's located in Fitchburg). He also does a great job looking at your finances wholistically & is very low pressure when it comes to "selling" you various financial solutions. A lot of financila planners are likely to sell you things that yield them high commissions- he has a lot of integrity & recommends products that are best for you & your family. If you're interested in contacting him, just mention our names R. & Mark Hennelly. His # is 800-999-1030.
Congratulations & good luck,
R.

Hi D., I can recommend you Modern Woodmen of America. You can reach Dave Orfalea can give you more info. My whole family work with him. You can reach him at ###-###-####.

Hi D.,

My husband and father are both financial advisors for Merrill Lynch. My father has been there for over 30 years and my husband just joined him as his partner. Their office is in Wellesley and we live in North Andover. Let me know if you need anything else! Good luck! :)