Financial Planning Investment Planning Investment Tax Planning Estate Planning

Objective Financial Advice...

Whether  you are saving money for your children's education, preparing for retirement or deciding on the right life insurance plan, you can count on our objectivity.

Established in 1996, our company is responsible for providing financial planning services to individuals seeking sound financial advice.  Our business is located at The Riverwalk, 354 Merrimack Street, Suite 303 in Lawrence, Massachusetts.

If you are not familiar with our firm and your first contact with us is online, we would be pleased to hear from you!  Let us know what your needs and questions are, we will be more than happy to help.

We can be reached at (978) 691-5005.  You can also contact us at our e-mail address:

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not provide tax or legal advice.  Financial planning services offered through Andover Advisory Group, a Registered Investment Adviser.  Andover Advisory Group and Cambridge Investment Research, Inc. are not affiliated.