Jerry Facey, CFP®, CLU®, ChFC®

CONNECT

Address:

200 Clarendon St., 19th Fl.
Boston, MA 02116

Phone:

617-585-4516

Whether seeking a comprehensive financial plan or simply an analysis of one particular piece of your financial puzzle, we follow a personalized, disciplined process to ensure that we provide actionable recommendations.  The team spends 15 to 30 hours focused on you developing a personally crafted customized plan for one flat fee with no time clock. Written recommendations are provided on how to optimize what you have.  

For an overview on how important comprehensive Financial Planning is and how we approach designing and implementing plans, [CLICK HERE] to watch a two minute video.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck