Vision
Experience
Geneva has over 30 years of experience in the financial industry clearing securities through LPL Financial LLC which has headquarters in Boston and San Diego. For more information about LPL, visit lpl.com
Service
Offering institutional level investment services including true customized stock portfolios coupled with fixed income structured investments along with various insurance products growing and preserving wealth.
Methodology
No boilerplate generic financial planning, our clients can see right through that. Our job is to make you as much money as possible within your stated risk levels while pursuing your wants and needs for your family or institution.
Office Location:
99 Derby Street, Suite 200
Hingham, MA 02043
(Located directly across from the Derby Street Shops)
Partial List Of Outside Companies We May Work With:
PUTNAM INVESTMENTS
FEDERATED HERMES
JOHN HANCOCK
BNY MELLON
CREDIT SUISSE
TRANSAMERICA
CALVERT
EATON VANCE
PIMCO
All entities listed are separate and unaffiliated with LPL Financial.