Joan K. Norton, Independent Financial Advisor, CMFC, RFC, LLC
Many financial planning companies have forgotten what customer service means. I have not. When you come to my office, you will meet with me, not an intern or a recent graduate. You will not be a number. I will know and care about you as a person. I will tailor my services to meet your specific needs. I will review and monitor your portfolio. You and I will discuss strategies that fit your needs and meet your goals. I treat ever client as if they were my most important client. All of my clients are equally important.
My specialties include:
- Estate Planning
- Investment Strategies
- Mutual Fund Investments
- Portfolio Allocation Strategies
- Retirement Planning
- Tax-Advantaged Investing
- Direct Rollovers of 401(k) Plans
I made my dreams come true. Let me help you make your dreams come true too. Please call me for an appointment – 781-933-8366.