Noel Dulac, CFP®, ChFC®, AIF®, C(k)P™

Noel Dulac, CFP®, ChFC®, AIF®, C(k)P™

Senior Vice President

Phone: 978-689-6974
Fax: 978-418-9151
E-mail:
 

Noel began his career with Boston Partners in 1995.  Since that time, he has been dedicated to assisting families, businesses and professional individuals develop and achieve their unique financial goals.

Throughout his career, Noel has been recognized for his accomplishments and dedication to his clients. Noel is a multi-year Qualifying Member of the Million Dollar Round Table (MDRT).  MDRT is an international, independent association of financial professionals comprised of the top 1% of the world’s best Life Insurance and Financial Service professionals who serve their clients with exemplary performance and the highest standards and ethics.  He is also a perennial John Hancock ACE conference qualifier.  Qualifying for ACE puts Noel among “the best of the best” in the John Hancock Financial Network.  Voted “Top 50 best of the best 401(k) advisors of 2012” by 401(k) wire.

Noel graduated from Bentley University with a BS in Finance.  He earned his Long-Term Care Certificate from the Corporation for Long-Term Care, Financial Planning Certificate from Kaplan University further being awarded the designations of Certified Financial Planner™ from the CFP® Board of Standards, Chartered Financial Consultant ChFC® from The American College, Accredited Investment Fiduciary AIF® from FI360.  Noel also is a Massachusetts Notary Public.

He is a member of The Financial Planning Association (FPA) and NAPA.  The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.   NAPA is the National Association of Plan Advisors. As a professional society, NAPA is uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans. 

Noel’s mission is to help his clients accumulate, enjoy, protect and distribute their wealth in the most tax-advantaged ways possible.  He assists his clients prioritize their most important financial goals by listening to their needs and desires for the future.  Based on these needs, he tailors specific financial strategies for each client.

Through his affiliation with Boston Partners, Noel’s area of expertise is in the 401(k), DC consulting and retirement plan marketplace.  Noel has access to John Hancock products and services as well as a variety of other high quality companies. Services include Retirement Plan Benchmarking and Analysis, Estate Planning Strategies, Portfolio Building, Disability Income Insurance, Long term Care insurance, Asset Protection, Survivorship Protection and College Funding.

Noel currently resides in Chelmsford, Massachusetts with his wife Angela their two sons Gianpaolo and Luciano. Noel enjoys boating, skiing, golfing and spending time with family and friends.  Noel also coaches baseball and football in the Chelmsford town leagues.

 

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc. member FINRA, SIPC, a Registered Investment Advisor, 138 River Road, Suite 310, Andover, MA 01810 (978) 689-9303.  Boston Partners Financial Group, LLC and Boston Partners Insurance Agency, LLC are independent of Signator Investors, Inc. 103-20151112-262125