Jack Carrigg

Your guide in the financial planning process

 

Connect With Me

 

Jack Carrigg, Partner & Financial Advisor

CFP®, CFS®, CLTC, LUTCF®


617-462-5101
jcarrigg@financialguide.com

A Registered Financial Planner committed to helping you achieve financial peace of mind.

 

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Services & Clients

 

Jack works with a variety of clients from families and young professionals interested in building the foundations of a financial plan to clients that are entering the retirement phase, keenly focused on distribution strategies and legacy planning.

Families

Young & Seasoned Professionals

Retirees


In an effort to provide optimal and highly customized solutions for each individual, Jack takes a team-based, holistic approach. When facilitating the construction of comprehensive financial plans on behalf of his valued clients, he utilizes the vast array of professional resources and subject matter experts at the Commonwealth Financial Group.

Jack’s Approach

 

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Your Unique Vison with Our Systemic Approach

We take you through an in-depth 6 step process to make sure we are delivering the best plan according to YOUR needs.

 Learn More About Jack

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What are your strengths?

As much as I nerd out about the data, the thing that I think it even more important is discovering someone’s why. I like to think that I’m fairly good at root causing not only problems, but the reasons for my client’s goals. Once you understand the why, the how becomes less important.

Fun fact about you

One of my bucket list items is to visit all 7 continents (only 3 more to go!)

What attracted you to CFG?

I loved the resources provided behind the scenes that allow me to support clients in a variety of ways beyond just numbers on a graph.

What do you enjoy most about advising?

Being able to take away the stress that I often times see clients have with their finances. It’s great to see someone go from stressed to empowered!

Don’t Hesitate to Reach Out!

Feel free to reach out with any questions or if you just want to send a personal note.

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Securities, investment advisory services, and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 101 Federal Street, Suite 800, Boston, MA 02110 Tel: 617-439-4389. CRN202407-555240