commonwealth financial group boston reviews

Charles Myers, AIF® Email: [email protected] Senior Partner Charles “Chuck” Myers was raised in a Boston suburb, relocating to Western MA for college. 101 Federal Street Suite 800 Boston, MA 02110. Glassdoor has 30 Commonwealth Financial Group reviews submitted anonymously by Commonwealth Financial. 26 Commonwealth Financial Group reviews. A free inside look at company reviews and salaries posted anonymously by employees.

Commonwealth financial group boston reviews -

commonwealth financial network careers

We take care of your financial investments to give you the confidence you need to focus on your family, friends, and career. Commonwealth Financial Network-San Diego, California Onboarding Operations Specialist. Review all of the job details and apply today! Power ranks Commonwealth "#1 in Independent Advisor Satisfaction Among Financial … About Commonwealth. Professional development is not just lip service at Commonwealth. Commonwealth Financial Network. Commonwealth Equity Services, LLC dba-Commonwealth Financial Network Commonwealth Equity Services, LLC dba-Commonwealth Financial Network. Waltham, MA 02453 (866) 462-3638. 4.1 ★ ( 9,344 Reviews) Commonwealth Financial Network. Commonwealth Financial Network … Since then, he has gained experience in virtually every facet of the firm. Jackson Kennemore IT Corporate Strategy Intern at Commonwealth Financial Network College Station, Texas, United States 57 connections Interested in joining us? Commonwealth Bank has been accused of overselling its landmark non-union agreement to staff and explaining the detail in the same small font it uses for its credit card terms. After extensive training with the Wall Street firm Dean Witter Reynolds (now Morgan Stanley), Sean became affiliated with his current company, Commonwealth Financial Network… Featured Jobs; Learning Experience Designer. 5 for career ... financial services firm. Financial Solutions Specialist I First Commonwealth Bank - Natrona Heights, PA. Our people are our greatest asset, and there's no better return on investment than empowering you to achieve your fullest potential. 3.7 ★ ( 1,042 Reviews) Fidelity Investments Jobs. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. A free inside look at company reviews and salaries posted anonymously by employees. The low-stress way to find your next commonwealth financial network job opportunity is on SimplyHired. San Diego, CA. It has offices in 1,090 locations and a total of 3,400 people on staff. Find out what works well at Commonwealth Financial Network from the people who know best. San Diego, CA. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA , SIPC , a Registered Investment Adviser. About Commonwealth. 443 Commonwealth Financial Network jobs available on Indeed.com. Commonwealth Financial Network Salaries trends. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Create a job alert Track the progress of your application Recruitment and selection tips (PDF) The Commonwealth … Explore our range of financial and personal benefits. About Commonwealth. Compliance Associate, Compliance Operations. Ready to grow your career but still maintain a balance? Commonwealth Financial Network Compliance Advisor, Supervisory Controls Unit. [email protected] Business Details This is a multi-location business. J.D. At CFG, we educate and empower our clients to take the steps towards achieving financial confidence. Salaries posted anonymously by Commonwealth Financial Network employees in Boston, MA Area. In 2018, he founded the Elevate Prize Foundation, whose mission is to “empower individuals and organizations whose ideas and endeavors elevate the human experience". About Commonwealth. Commonwealth Financial Network is a registered investment firm that has its headquarters in Gig Harbor, Washington. Apply to Network Security Engineer, Operations Intern, Accounts Assistant and more! Commonwealth Financial Network is a privately held independent broker/dealer-RIA based in Waltham, Massachusetts, and 110 Plaza in San Diego, California. Uncover why Commonwealth Financial Network is the best company for you. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. 178 Commonwealth Financial Network reviews. Compliance Advisor, Compliance Operations. As a financial advisory firm, Commonwealth Financial Network can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). CFG takes pride in delivering innovative ideas, concepts, and extraordinary service to … Explore working for Commonwealth Financial Network and see what it's like to work in the area. Bob Doll, LPL, Advisor Group, Cetera, Northwestern Mutual, Thrivent, Commonwealth Financial, RIA in a Box and other news from around the industry. Showalter works at Commonwealth Financial Network. Commonwealth Financial Network Careers 15 Jobs in San Diego, CA Featured Jobs; Compliance Advisor, Compliance Operations. Discover how the nation's largest privately held Registered Investment Adviser–independent broker/dealer that's held true to its founding mission for almost 40 years can help … Relatively new in my career, Rory continues to be an excellent mentor and friend. Review all of the job details and apply today! 67 Commonwealth Financial Network jobs available in Waltham, MA on Indeed.com. Learn about life working for Commonwealth Financial Network, the company culture and the personality types of Commonwealth Financial Network employees. Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. At the low end, the minimum is $1,000 for a passive model portfolio in the Preferred Portfolio Services (PPS) Select program. Power ranks Commonwealth "#1 in Independent Advisor Satisfaction Among Financial … Commonwealth Financial Network is hiring a Director, Security Operations, with an estimated salary of $150,000 - $200,000. Great benefits, friendly employees, real drive to do right by clients J.D. About Commonwealth Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Commonwealth Financial Network Jobs, Employment

Our Team

Our Team

Wayne F. Sullivan, AIF®

Wayne founded SFS in 1992 to provide businesses and successful individuals and their families with comprehensive wealth management advice and planning. He started advising clients in 1985 and holds FINRA Series 7, 6, 26, 63, and 65 securities registrations and life insurance licenses. In addition, he has earned the Accredited Investment Fiduciary® professional designation from fi360. Wayne has also received formal training in investment fiduciary responsibility. He is an investment adviser representative with Commonwealth Financial Network®, providing fee- or commission-based advice depending on the client's circumstances. He established a network of independent experts to assist, when necessary, in resolving complex problems or questions often encountered by the firm's high-net-worth clients. Wayne oversees the overall operations of the firm and enjoys personally helping his clients to plan and pursue their goals.

Wayne grew up in Plymouth, Massachusetts, and earned a bachelor's degree from Assumption College in 1984. He resides in Marshfield, Massachusetts. Wayne is a member of the Knights of Columbus. In his spare time, he likes to spend time with his family and friends, travel, read, play basketball, golf, and follow all of the Boston sports teams, especially the Patriots and Red Sox.

April Tedeschi

April joined SFS in July 2013. As a liaison between our clients and Commonwealth Financial Network®, she is responsible for account maintenance and servicing. This includes opening new accounts, ensuring that all paperwork and documents are in proper order, tracking asset transfers, helping Wayne prepare for client meetings, and processing wire and check requests. April also provides administrative support for the firm's day-to-day operations.

April lives in Plymouth, Massachusetts, with her husband, Rich, and their three children. She is a Marshfield, Massachusetts, native and has an early childhood education degree. In her spare time, April loves spending time with her family, watching her boys play sports, going to the beach, and traveling. She is a fan of the Boston Red Sox, New England Patriots, and Boston Bruins.

Источник: https://www.sullivanfinancial.com/our-team

Jon R. Freedman, CLU®,ChFC®,CLTC®, RICP®

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Источник: https://www.jonrfreedman.com
Home

We are an independent financial services firm for individuals and small businesses.

We are separately owned and operated business registered through Commonwealth to provide services to our clients.

We provide financial services for individuals and small business clients.

Our affiliation with our broker-dealer, Commonwealth Financial Network®, provides us with access to a wide array of screened investment products, research, industry experts, customer support resources, and extensive back-office capabilities. Our independent relationship with them ensures that we are always free to select investments and provide advice that best suit the needs of our clients.

Источник: https://www.my-financialplanner.com/

Founder & Managing Partner

Gregg began his career in the financial services business in 1999 at Pioneer Investment Management as part of the investment analyst division, before beginning a financial consulting practice in 2000 through 2005 with the Boston Group of the Northwestern Mutual Financial Network. Gregg then spent over 4 years (2005 - 2009) running a successful high-end financial advisory practice with the Executive Compensation Group, which served as the Boston office for Charter Oak Insurance & Financial Services. After successfully merging the Executive Compensation Group with Commonwealth Financial Group in 2009, Gregg co-founded Miles Logue Financial Group in the spring of 2010, a practice he expanded and later renamed Cross Coastal Advisors after his partner, Jim Logue, retired in 2014.

Gregg has developed a team and process to successfully consult and advise high net-worth individuals, their families and their various advisory groups, around complex financial planning, including the use of insurance-based products as an option for generational asset transfers and estate planning strategies.

Gregg's practice is diverse within its clientele, but has a large focus with executives and senior members within the private equity, venture capital, hedge fund, real estate, sports & entertainment and business owner marketplaces, including both current and former Fortune 500 executives and various prominent families throughout the country.

Since entering the financial consulting/advisory business, Gregg has received numerous awards, both nationally and locally, as both a financial consultant and industry leader. His recognition and receipt of such awards stems from both his advanced knowledge and high quality of service that he provides to his clientele.

Outside of work, Gregg stays active in the community by being involved with numerous charities and foundations, including The Boston Foundation, Good Sports, The Wounded Warrior Foundation and The United Way. Gregg and his wife Melissa currently reside in Hingham, with their two sons Nolan and Keaton and daughter, Langley.

Education: Cornell University - Bachelor of Science, Certified Financial Planner™ Professional (CFP® designation) Affiliations: Member, National Association of Insurance Financial Advisors Member, Boston Estate Planning Council (BEPC) Member, The Boston Foundation CRN201701-189741

Источник: https://www.crosscoastaladvisors.com/gregg-miles

Your plan is ongoing,
just like
your life

 

 

Mark joined Commonwealth Financial Group in May of 2017 after running another successful business for 12 years. Through his strong determination to succeed, Mark connects with his clients on a personal level. He emphasizes the education of financial planning to help them better understand the steps to take that can lead them to financial independence come retirement. Mark is originally from Stoughton, MA and now lives in Framingham, MA with his wife, Andrea, and their chocolate lab, Champ.

COMMONWEALTH FINANCIAL GROUP

CFG’s Managing partner, Eric Spindt discusses the role of a financial professional as we see it, when helping clients making important financial decisions. Through our innovative process, we design a financial blueprint to assist our clients in creating the most efficient path to financial confidence.

 

471134551 no feather.jpg

Mark Condon YouTube

We like to make a strong emphasis on the education of financial planning. For this reason, I have created a YouTube Page with a bunch of videos explaining some of the basics; from how a Roth IRA works to the difference between an average return in the stock market versus the actual return on your investment.

Boston’s Best

Mark hosts a podcast highlighting businesses in and around Boston to learn about how they have risen above the inevitable challenges they have faced along the way to their ultimate success.

 

“ASK” Mark Condon:

After selling my previous business years ago, I sought out the advice of a friend in the financial industry whom I trusted. The way he educated me on all the aspects of financial planning, I found myself feeling empowered by the process and felt confidence in the decisions I was now making for my financial future. Through this, I was inspired to write four books dedicated to educating friends and clients.

 

image002.jpg

What Does Your Current Retirement Picture Look Like?

Let's answer a few questions to learn more about your current situation and how we should best move forward.

 

Источник: https://www.markcondon-cfg.com/

Commonwealth financial group boston reviews -

Esdale Wealth Advisors

Founder & Managing Partner

Gregg began his career in the financial services business in 1999 at Pioneer Investment Management as part of the investment analyst division, before beginning a financial consulting practice in 2000 through 2005 with the Boston Group of the Northwestern Mutual Financial Network. Gregg then spent over 4 years (2005 - 2009) running a successful high-end financial advisory practice with the Executive Compensation Group, which served as the Boston office for Charter Oak Insurance & Financial Services. After successfully merging the Executive Compensation Group with Commonwealth Financial Group in 2009, Gregg co-founded Miles Logue Financial Group in the spring of 2010, a practice he expanded and later renamed Cross Coastal Advisors after his partner, Jim Logue, retired in 2014.

Gregg has developed a team and process to successfully consult and advise high net-worth individuals, their families and their various advisory groups, around complex financial planning, including the use of insurance-based products as an option for generational asset transfers and estate planning strategies.

Gregg's practice is diverse within its clientele, but has a large focus with executives and senior members within the private equity, venture capital, hedge fund, real estate, sports & entertainment and business owner marketplaces, including both current and former Fortune 500 executives and various prominent families throughout the country.

Since entering the financial consulting/advisory business, Gregg has received numerous awards, both nationally and locally, as both a financial consultant and industry leader. His recognition and receipt of such awards stems from both his advanced knowledge and high quality of service that he provides to his clientele.

Outside of work, Gregg stays active in the community by being involved with numerous charities and foundations, including The Boston Foundation, Good Sports, The Wounded Warrior Foundation and The United Way. Gregg and his wife Melissa currently reside in Hingham, with their two sons Nolan and Keaton and daughter, Langley.

Education: Cornell University - Bachelor of Science, Certified Financial Planner™ Professional (CFP® designation) Affiliations: Member, National Association of Insurance Financial Advisors Member, Boston Estate Planning Council (BEPC) Member, The Boston Foundation CRN201701-189741

Источник: https://www.crosscoastaladvisors.com/gregg-miles

Our Team

Our Team

Wayne F. Sullivan, AIF®

Wayne founded SFS in 1992 to provide businesses and successful individuals and their families with comprehensive wealth management advice and planning. He started advising clients in 1985 and holds FINRA Series 7, 6, 26, 63, and 65 securities registrations and life insurance licenses. In addition, he has earned the Accredited Investment Fiduciary® professional designation from fi360. Wayne has also received formal training in investment fiduciary responsibility. He is an investment adviser representative with Commonwealth Financial Network®, providing fee- or commission-based advice depending on the client's circumstances. He established a network of independent experts to assist, when necessary, in resolving complex problems or questions often encountered by the firm's high-net-worth clients. Wayne oversees the overall operations of the firm and enjoys personally helping his clients to plan and pursue their goals.

Wayne grew up in Plymouth, Massachusetts, and earned a bachelor's degree from Assumption College in 1984. He resides in Marshfield, Massachusetts. Wayne is a member of the Knights of Columbus. In his spare time, he likes to spend time with his family and friends, travel, read, play basketball, golf, and follow all of the Boston sports teams, especially the Patriots and Red Sox.

April Tedeschi

April joined SFS in July 2013. As a liaison between our clients and Commonwealth Financial Network®, she is responsible for account maintenance and servicing. This includes opening new accounts, ensuring that all paperwork and documents are in proper order, tracking asset transfers, helping Wayne prepare for client meetings, and processing wire and check requests. April also provides administrative support for the firm's day-to-day operations.

April lives in Plymouth, Massachusetts, with her husband, Rich, and their three children. She is a Marshfield, Massachusetts, native and has an early childhood education degree. In her spare time, April loves spending time with her family, watching her boys play sports, going to the beach, and traveling. She is a fan of the Boston Red Sox, New England Patriots, and Boston Bruins.

Источник: https://www.sullivanfinancial.com/our-team
14,911 followers on LinkedIn. In 2018, he founded the Elevate Prize Foundation, whose mission is to “empower individuals and organizations whose ideas and endeavors elevate the human experience". View this and more full-time & part-time jobs in Waltham, MA on Snagajob. A free inside look at company reviews and salaries posted anonymously by employees. Waltham, MA 7d. John Steiger is a certified financial planner working out of Waltham, Massachusetts, with a total of 27 years of professional experience. See the difference a … Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Commonwealth Financial Network Jacquelyn Marchand, 781-736-7980, x9584 Senior Manager, Media Relations [email protected] www.commonwealth.com Site Navigation Home Find Commonwealth Financial Network jobs in Dallas, TX. 181 Commonwealth Financial Network reviews. Commonwealth Financial Group and MassMutual have enjoyed more than a 150-year partnership in serving clients’ financial needs. Read Matt's story. Owen Showalter is a financial advisor based in Harrisonburg, Virginia, who has been in the financial industry for 14 years. Daniel joined Commonwealth Financial Services in April 2014. Compliance Advisor, Compliance Consulting Team. CFG takes pride in delivering innovative ideas, concepts, and extraordinary service to … The … Raymond Croteau is a financial advisor operating out of Fitchburg, Massachusetts, who has been in the financial industry for 27 years. Commonwealth Financial Network Client Types and Minimum Account Sizes The minimum investment needed to open an account here varies depending on the program. Commonwealth's story was built one advisor at a time. Commonwealth Financial Network-Waltham, Massachusetts Content Editor. Apply to Accounts Assistant, Vice President, Executive Assistant and … J.D. Commonwealth Financial Network Careers Onboarding Operations Specialist Jobs Featured Jobs; Onboarding Operations Specialist. 257 salaries for 169 jobs at Commonwealth Financial Network in Boston, MA Area. Our Process ... CFG Brokerage Network’s main focus is to support the brokers that work with us to deliver the best class solution for their clients. There are over 335 commonwealth financial network careers … Product Manager. Highest paying job titles at Commonwealth Financial Network include Business Analyst, Business Intelligence Engineer, and Cloud Security Engineer Total value of jobs: $3,720,000 Commonwealth Financial Network is now hiring a Field Development Consultant in Waltham, Massachusetts. $50K-$95K Per Year (Glassdoor est.) Commonwealth Financial Network Careers 58 Jobs in Waltham, MA Featured Jobs; Video and Motion Graphics Editor. Overview Overview. Apply to Customer Service Representative, Marine Technician, Geospatial Analyst and more! The company was founded in 1979 by Joseph S. Deitch and was incorporated under the name Commonwealth Equity Services. This means promoting from within our ranks and offering tuition reimbursement, training, and mentor programs to help you shine.

Names Similar To Clementine, How To Hold A Harmonica With Small Hands, How To Dispose Of Bullet Casings, Sky Sports Commentators Football 2020, Pioneer Woman Premium Cbd Oil, Origin From Nonliving Matter,

Источник: https://www.americantermitesolution.com/miuip/commonwealth-financial-network-careers

Commonwealth Research Team

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KY, MA, ME, MI, MN, MO, MT, NC, OH, OR, PA, SD, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.  Fixed insurance products and services offered through CES Insurance Agency or Midwest Financial Group.

Privacy

Copyright © 2021

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Источник: https://www.mfgteam.com/commonwealth-research-team

Jon R. Freedman, CLU®,ChFC®,CLTC®, RICP®

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Источник: https://www.jonrfreedman.com

Commonwealth Research Team

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, GA, HI, ID, IN, KS, LA, MT, NC, NV, OR, SC, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

The Financial Advisors of BRS Financial Group are Registered Representatives and Investment Adviser Representatives with/and offer securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Privacy

Copyright © 2021

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Источник: https://www.brsfg.com/commonwealth-research-team

Your plan is ongoing,
just like
your life

 

 

Mark joined Commonwealth Financial Group in May of 2017 after running another successful business for 12 years. Through his edd boa sign in determination to succeed, Mark connects with his clients on a personal level. He emphasizes the education of financial planning to help them better understand the steps to take that can lead them to financial independence come retirement. Mark is originally from Stoughton, MA and now lives in Framingham, MA with his wife, Andrea, and their chocolate lab, Champ.

COMMONWEALTH FINANCIAL GROUP

CFG’s Managing partner, Eric Spindt discusses the role of a financial professional as we see it, when helping clients making important financial decisions. Through our innovative process, we design a financial blueprint to assist our clients in creating the most efficient path to financial confidence.

 

471134551 no feather.jpg

Mark Condon YouTube

We like to make a strong emphasis on the education of financial planning. For this reason, Commonwealth financial group boston reviews have created a YouTube Page with a commonwealth financial group boston reviews of videos explaining some of the basics; from how a Roth IRA works to the difference between an average return in the stock market versus the actual return on your investment.

Boston’s Best

Mark hosts a podcast highlighting businesses in and around Boston to learn about how they have risen above the inevitable challenges they have faced along the way to their ultimate success.

 

“ASK” Mark Condon:

After selling my previous business years ago, I sought out the advice of a friend in the financial industry whom I trusted. The way he educated me on all the aspects of financial planning, I found myself feeling empowered by the process and felt confidence in the decisions I was now making for my financial future. Through this, I was inspired to write four books dedicated to educating friends and clients.

 

image002.jpg

What Does Your Current Retirement Picture Gate city online banking login Like?

Let's answer a few questions to learn more about your current situation and how we should best move forward.

 

Источник: https://www.markcondon-cfg.com/

Esdale Wealth Advisors

Commonwealth Research Team

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KY, MA, ME, MI, MN, MO, MT, NC, OH, OR, PA, SD, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, commonwealth financial group boston reviews possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.  Fixed insurance products and services offered through CES Insurance Agency or Midwest Financial Group.

Privacy

Copyright © 2021

brokercheck - white font

Источник: https://www.mfgteam.com/commonwealth-research-team
Home

We are an independent financial services firm for individuals and small businesses.

We are separately owned and operated business registered through Commonwealth to provide services to our clients.

We provide financial services for individuals and small business clients.

Our affiliation with our broker-dealer, Commonwealth Financial Network®, provides us with access to a wide array of screened investment products, research, industry experts, customer support resources, and extensive back-office capabilities. Our independent relationship with them ensures that we are always free to select investments and provide advice that best suit the needs of our clients.

Источник: https://www.my-financialplanner.com/

Founder & Managing Partner

Gregg began his career in the financial services business in 1999 at Pioneer Investment Management as part of the investment analyst division, before commonwealth financial group boston reviews a financial consulting practice in 2000 through 2005 with the Boston Group of the Northwestern Mutual Financial Network. Gregg then spent over 4 years (2005 - 2009) running a successful high-end financial advisory practice with the Executive Compensation Group, which served as the Boston office for Charter Oak Insurance & Financial Services. After successfully merging the Executive Compensation Group with Commonwealth Financial Group in 2009, Gregg co-founded Miles Logue Financial Group in the spring of 2010, a practice he expanded and later renamed Cross Coastal Advisors after his partner, Jim Logue, retired in 2014.

Gregg has developed a team and process to successfully consult and advise high net-worth individuals, their families and their various advisory groups, around complex financial planning, including the use of insurance-based products as an option for generational asset transfers and estate planning strategies.

Gregg's practice is diverse within its clientele, but has a large focus with executives and senior members within the private equity, venture capital, hedge fund, real estate, sports & entertainment and business owner marketplaces, including both current and former Fortune 500 executives and various commonwealth financial group boston reviews families throughout the country.

Since entering the financial consulting/advisory business, Gregg has received numerous awards, both nationally and locally, as both a financial consultant and industry leader. His recognition and receipt of such awards stems from both his advanced knowledge and high quality of service that he provides to his clientele.

Outside of work, Gregg stays active in the community by being involved with numerous charities and foundations, including The Boston Foundation, Good Sports, The Wounded Warrior Foundation and The United Way. Gregg and his wife Melissa currently reside in Hingham, with their two sons Nolan and Keaton and daughter, Langley.

Education: Cornell University - Commonwealth financial group boston reviews of Science, Certified Financial Planner™ Commonwealth financial group boston reviews (CFP® designation) Affiliations: Member, National Association of Insurance Financial Advisors Member, Boston Estate Planning Council (BEPC) Member, The Boston Foundation CRN201701-189741

Источник: https://www.crosscoastaladvisors.com/gregg-miles

The Blanchette Financial Group - Home

Welcome to the Blanchette Financial Group

We are a full-service independent wealth management firm located in historic Newburyport, Massachusetts.

For years, we have worked diligently to create a comfortable environment for our clients in order to help them make life-defining financial decisions. Through understanding your unique needs and objectives, we customize suitable investment plans targeted to those very specific goals. We care about you, and we are dedicated to helping you pursue commonwealth financial group boston reviews achieve your financial goals from start to finish.

We hope you will find the information on our site to be a useful resource. You'll find links to access your accounts, up-to-date stock market information, financial tips, and timely articles of interest.

Thank you for your interest in the Blanchette Financial Group. We look forward to the opportunity to serve you.

 

 

 

 

 

 

 

 

Together we will develop a tailored strategy based on your specific goals, resources, beliefs, and appetite for risk.

 

​CONTACT US​ 

 

Our 6-step process helps us keep your financial plan on track.  Learn More

Planning-Process-(002)
Источник: https://www.blanchettefg.com/

MidState Wealth Management - Home

Welcome to

MidState Wealth Management!

 

 

 

 

Helping families live for today

and plan for tomorrow

‹ ›

MidState Wealth Management is located in Auburn, MA and has been serving the greater Worcester area for over 25 years. We understand the financial challenges you face today and realize that your needs may change over time. That's why we take the time to listen and learn as much as we can about your situation. Only then do we provide the personalized guidance necessary to help you pursue your goals. 

Successful financial planning includes providing clients with a comprehensive range of advice, products and services. It's the reason we work closely with other trusted advisors, such as attorneys and accountants, to ensure that all aspects of your financial plan are in place.

For more information on ways we can help you, please give us a call at 508-792-1540 or send an e-mail to [email protected].

Источник: https://www.midstatewealthmgmt.com/

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