Millenium Financial Services
About
i provide financial planning, investment management, retirement planning, life health and long term care insurance servives to individuals and small business owners. i work with many clients during non business hours. i am independent. i do not represent any companies or products. i have an under graduate degree in accounting, an mba in finance. my professional credentials include a chartered financial consultant (chfc), chartered life underwriter (clu) and a chartered advisor to senior living (casl). i have been providing financial services to my clients since 2000.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
sit and discuss financial objectives and time frames. review existing investments, insurance and estate plans.
What education and/or training do you have that relates to your work?
undergraduate degree in accounting, mba in finance. professional designations chfc, clu, casl.
How did you get started in this business?
first worked in a small investment firm in topsfield, ma. then opened my own inestment firm, then expanded to finanial, retiremen and estate planning and insurance products.