Since 2001, Paul's educational approach to helping families and businesses make financial decisions has fostered relationships that make clients feel like family. The goal with every client is the same: Listen intently, ask questions, identify goals, ask questions, educate and exchange ideas, ask questions and make recommendations that instill confidence in the client's personal decision-making process. Nothing in business brings more joy to Paul than when a client or associate says, "Thank you for helping me". Paul, his wife Linda, and their son Jack live in North Reading, MA.
400 Tradecenter Drive, Suite 5900
Woburn, MA 01801