Sound Financial Direction

CONNECT

Address:

15 Caswell Lane Ste 1
Plymouth, MA 02360

Phone:

800-277-7750,508-830-4641

Fax/Other:

508-830-4642

Our Qualifications

Each of our financial advisors has extensive personal and professional experience, working with individuals and businesses.

We  hold various professional designations and qualified representatives are licensed to sell a variety of investment and insurance products.

We are 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.  We can help you through all life changing experiences. From  529 Plans and College Savings for  your children and grandchildren, to helping with all aspects of retirement planning, including all IRA's, 401K's, Pension Plans and Roll Overs.  We are here to protect your Estate, and to help you through the diificult time and maze of paperwork involved when a loved one dies.

  One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. 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 world class research, technology and expertise to help you pursue your financial goals.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck