Personal Investing
Experience. Guidance. Trust.
We help you create a personalized financial strategy with your lifestyle goals in mind. Based on our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it regularly to help you stay on track.
Our services and strategies include:
- Retirement Planning
- Investment Planning
- Estate Planning
- Education Planning
- Insurance
- Gifting Strategies
- Tax Strategies
By building a lasting personal relationship with you, we are able to help you anticipate and plan for the future.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Century Bank and Investment Services at Century Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services at Century Bank, and may also be employees of Century Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Century Bank or Investment Services at Century Bank. Securities and insurance offered through LPL or its affiliates are:
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The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Joe Ferreira
Financial Consultant
(781) 393-5034
Earl Kishida
CLU®, ChFC®, CFP®
Financial Consultant
(978) 977-4903