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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 the Advisors
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.
Request an Appointment
Our financial professionals are here to help you review your financial options and develop strategies that build financial strength.