Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Jack Vadnais, CFP®
Director
(413) 786-5000
Director of FCU Investment Services and LPL Financial Advisor 959 Springfield Street, Feeding Hills, MA Jack joined Freedom in 2011 as a financial advisor and was named Director of FCU Investment Services in 2019. A Navy veteran, he is a...