• Joan K. Norton, Independent Financial Advisor, CMFC, RFC, LLCNeighbor

  • Woburn, MA

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.

www.joannorton.com

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