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 offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Century Bank and Investment Services at Century Bank are not registered broker/dealers and are not affiliated with LPL Financial.
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
CRC®
Financial Consultant
(781) 393-5034
Earl Kishida
CLU®, ChFC®, CFP®
Financial Consultant
(978) 977-4903