CONNECT

Address:

2 Winnmere Ave
Burlington, MA 01803

Phone:

(781) 505-1941

Fax/Other:

(781) 505-1945,

Portfolio Second Opinion

Have stock market losses caused you to “rethink” your investments? Perhaps it’s time to get a professional, unbiased “second opinion.”

A fresh set of eyes may uncover “new solutions” for rebuilding your financial future!

Any road may seem like the right road if you don’t know where you’re going. That’s why a “second opinion” financial review of where you’re at and where you’re headed is so valuable. It provides a different perspective – one that may confirm that what you’re already doing is your best option or alternatively, one that suggests a completely new path with untold opportunities. Regardless of the outcome, it gives you a better understanding of the options available to get back on the road to financial success.

If you’re retired or planning retirement, few things are more important than your financial security. That’s why Lance Financial Associates Inc., one of New England’s most established financial companies, offers you the opportunity to obtain a professional, unbiased “second opinion” evaluation of your investment portfolio(s) in complete confidence, without cost or obligation.

What you learn could change your financial future!


Contact or email me
 to schedule your free portfolio review

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