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

Sara Gibbs

Registererd Rep

Sara Gibbs is an registered investment consultant and financial advisor who provides personal attention to your financial goals.  As a full service, licensed investment professional since 1986 Sara can manage your portfolio of stocks, bonds, mutual funds and money managers.  She specializes in financial management and retirement planning.  She holds licenses in both securities and insurance.

Special emphasis on:

  • Asset Allocation
  • Portfolio Management 
  • Wealth Accumulation and Preservation

 

Phone 330-869-8196
Fax 330-869-8167
Mobile Phone 330-329-4117