Joan Sweeney, CFP®

Joan Sweeney, CFP®

Vice President

Phone: 978-689-6941
Fax: 978-689-0952
E-mail:
 

Philosophy:
My goal is to help my clients accumulate, enjoy, protect and distribute wealth while minimizing taxes* and risk.

Professional Services and Products:
• Retirement Funding Strategies
• Portfolio Building Strategies
• College Funding Strategies
• Life Insurance and Survivorship Protection
• Asset Protection
• Disability Income Insurance
• Long Term Care Insurance

Professional Qualifications:
• CERTIFIED FINANCIAL PLANNER ™ Practitioner
•  Series 6, 63, and 65 Licensed
• Life, Accident and Health Licensed
• Registered Representative since 1997
• Million Dollar Round Table member
• NAIFA

Personal:
• Native of Andover, Massachusetts
• Northeastern University
• Lasell College
• Member of Les Dames d’Escoffier, Boston
• Member of Massachusetts Restaurant Association (MRA)
• Member of American Culinary Federation (ACF)
• Tennis and Golf

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC. a Registered Investment Advisor. Boston Partners Financial Group, LLC is independent of John Hancock and Signator Investors, Inc.  Offering John Hancock Insurance Products

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*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.