As a partner at Commonwealth Financial Group in Boston, Stephen J. offers financial, investment, and insurance planning services, working closely with individuals and business owners at various stages of their lives. And it starts with a plan. Whether investing for your own retirement or your children’s college education, evaluating your income needs in retirement and insuring against running out of money, or protecting your family’s or business’s future income and assets against unforeseen events, Stephen offers financial guidance that can help position his clients’ best to achieve their personal and/or business goals.
Key differentiators include:
- A unique planning process that he takes each client through;
- Specific strategies and recommendations that are directly related to each personal or business goal;
- A high level of service offered during the planning process, when implementing specific strategies, and on an ongoing basis answering questions and offering guidance throughout his clients’ financial lives.
Each client is faced with unique challenges at different times in their lives. With a sound financial plan in place – one that identifies key gaps and helps prioritize important goals – clients are equipped with a strategic roadmap that can help them overcome obstacles and lead them along a path toward achieving their goals.
Planning. Education. Guidance.
Stephen holds a Bachelor of Arts in Economics and earned his Master of Business Administration from F.W. Olin Graduate School of Business at Babson College.
101 Federal Street, Suite 800
Boston, MA 02110