CONNECT

Address:

2 Winnmere Ave
Burlington, MA 01803

Phone:

(781) 505-1941

Fax/Other:

(781) 505-1945,

Distinct Purpose

 

 

Here are some of the things we tend to focus on in our client engagements:

  • Locate and monitor accounts that seek to provide principal protection and attractive yields
  • Design investment strategies with the objective of providing an "inflation adjusted income" for your retirement
  • Strategies to reduce or eliminate income taxes on savings earnings
  • Creating a plan to avoid probate and estate taxes
  • Protect savings from nursing home costs, even when long-term-care insurance is not an option
  • Provide 401 (k), IRA and Pension Plan rollover options
  • Stop the IRS from inheriting savings that you want to pass on to loved ones

Our fees

We receive fees for the services and products you choose.  However, our objective is not to complete a transaction and move on. We continuously provide our clients with an excellent level of service. We are attentive to every detail that can help you protect and get the most from your assets. This includes access to concise, objective information you can use to make decisions that are comfortable for you in all areas of managing your assets.   "Securities America and it's representatives do not provide tax or legal advice. Please consult a qualified professional for these services."                                  

Our Promises to You

These are the most important things you need to know:

  • We will listen to you carefully, so we can show you all available options based on what we think is most appropriate for your situation.
  • We will always put your best interest first, even if that means referring you to someone else who can serve you better or letting you know that we can’t help you.
  • We will never apply any “sales pressure” or rush you to make a decision. We want to know what’s important to you. We’ll make you aware of all your options. We’ll advise you of the benefits and features of each option, as well as the drawbacks.
  • We will always provide the very best service possible as transactions are completed.

 

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