Our Recommended Financial Planners

Listing 1 - 3 of 3

 

Choose Category:

 
 
  • Janney Montgomery Scott LLC
     

    S. Eric Asendorf & Jan Chadie

    Cape Cod and the Islands

    Falmouth, MA

    Telephone:508-548-0008

    Toll-Free:888-668-2855

    Fax:508-548-1680

     Visit Website

     
     
  • AMR Financial - J. Christopher Boyd
     

    Chris Boyd

    Registered Investment Advisor

    Centerville, MA

    Telephone:508-771-8900

    Fax:508-775-5666

    Email:info@amrfinancial.com

     Visit Website

     

    Chris Boyd is the founder of Asset Management Resources, LLC and the Chief Investment Officer. He has been assisting clients on the Cape for over a decade. His firm Asset Management Resources, LLC is a registered investment advisor firm in Massachusetts. He has successfully passed the FINRA administered Series 7 (General Securities Registered Representative) and the Series 63, 65 and 24 examinations. A 1988 alumnus of the College of Holy Cross, Mr. Boyd has a Bachelor of Arts degree in Philosophy and Religious Studies. In 2004, Certified Financial Planner Board of Standards, Inc. awarded Mr. Boyd with the financial planning credential of Certified Financial Planner™ professional which is awarded to individuals who meet education, examination, experience and ethics requirements. Mr. Boyd is a member of the Financial Planning Association; the Society of Financial Services Professionals and is a member of the Estate Planning Council of Cape Cod , the Mashpee Chamber of Commerce, and the Cape Cod Chamber of Commerce. Mr. Boyd assists his clients in matters of financial planning, investment services advice and portfolio management. His clients include both individuals and businesses. J. Christopher Boyd strives to provide clients with information, products and/or advice that will best help them to achieve lasting financial security. He specializes in planning for retirement and planning while in retirement.

     
     
  • Keeling Financial Strategies Inc.
     

    Matt Keeling, CFP

    Certified Financial Planner

    Mashpee, MA

    Telephone:(508) 539 0900

    Toll-Free:(888) 811 6781

    Fax:(508) 539 8400

    Email:kfs@Keelingfinancial.com

     Visit Website

     

    Matt is located in Mashpee but services clients throughout the country. He can be reached by phone, e-mail and through his website.

     
     
 
 

facebook twitter
 

Quick Quote

Quick Quote Image

 
 
No errors
 
 
No errors
 
 
No errors
 
 
No errors
 
 
 
No errors
 
 
No errors
 
 
No errors
 
 
No errors
 
 
 
secure

Trusted. Experienced. Secure.

 
 
 

Real Estate Marketplace

Featured Property:

 




4.0 Bed 3 Bath, North Falmouth, MA
$699,000
View More

 
 

Home SearchView Featured HomesDream Home RequestHome Value Wizard