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Whether you are thinking about investment options, unsure of where to turn next or just need a financial “second opinion,” the RTN Investment and Retirement Group is here to help you build a strong financial future.
Advisors Christine Belair, CFP®, Phillip Parziale, CFP®, and Douglas Stocklan, are available for a no-cost, no-obligation meeting to help you evaluate your financial situation, outline your goals, develop a plan and review that plan periodically to make sure you are on track financially. They’ll focus on strategies for:
- Growth: Investment planning
- Legacy: Developing estate planning strategies
- Protection: Insurance planning and safeguarding your family against life’s risks
- Education: Saving for college
For more information, call 781-736-9900, Option 8 or click on the buttons below.
Meet our team of experienced professionals who are available to help you evaluate your financial situation, outline your goals, develop a plan and review that plan periodically to make sure you are on track financially.