As a financial advisor, my main focus is representing my client’s best interests and scouring the many options available to them in today’s complex financial market place(s) to find the right pieces to fit their financial puzzle.
I prefer to take a long term planning approach with specific objectives and/or goals in mind. Each client’s scenario is unique and deserves a customized approach. This approach takes more time and requires more detail however I find that clients receive the most benefit from this approach.
I also help customers with discussing various financial questions in a pro bono fashion. I have developed countless relationships of varying degree with my clients and I find it extremely rewarding to help people achieve their goals.
I am a big believer in transparency and candor. Please feel free to visit FINRA's Broker Check website to see my profile as well as other advisors.
Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC). Federal and state insurance and securities rules and regulations prohibit registered representatives and/or investment adviser representatives from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction. Northeast Wealth Solutions LLC is not a subsidiary of nor controlled by Voya Financial Advisors.