Investment Advisory Group, LLC
Industry / Service
781-826-1235 x 16
An independent, fee-based registered investment advisory firm advising small business owners, individuals and families. We want to learn about your goals, dreams, current needs, worries for the futureand decisions that have been made to date. Our clients have complex lives, and it’s our job to simplify the financial aspect of your life; to bring the comfort every investor deserves and desires.
51 Mill Street, Bldg. D - Suite 101
Hanover, MA 02339
About / Bio
I am an associate of Investment Advisory Group, LLC, a registered investment advisory firm, and specialize in fee-based, comprehensive financial planning and asset management for individuals and small businesses.
After graduating from Providence College, I first gained experience in the brokerage industry at Fidelity Investments. I then chose to leave Fidelity in order to realize my dream of through-hiking the entire Appalachian Trail from Georgia to Maine before beginning work as a financial planner with MetLife Securities.
Thereafter I joined Investment Advisory Group, LLC in order to become an independent financial advisor. In this capacity I have a fiduciary responsibility to my clients and believe I am superbly positioned to offer truly objective and intelligent financial advice with a dedication to providing highly personal service.