Our Qualifications

Our office is dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Brian is his ability to provide clear, easily understood explanations of financial products and services. Brian has extensive personal and professional experience and he is licensed to sell a variety of investment and insurance products.   

The personalized program that we can provide is a roadmap to working toward a more secure financial future.  We’re looking forward to using our knowledge and experience to help you pursue your financial goals.

In order to review the selection criteria for the 2019 Five Star Wealth Manager Award (Boston), please visit https://www.fivestarprofessional.com/wmdisclosures/BOSWM19