Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Qualifications

We have been working with individuals and businesses in the Taunton area since 2005.

Each of our agents has extensive personal and professional experience.

Shawn Holds a CFP® (Certified Financial Planner) CRPC® (Chartered Retirement Planning Counselor) , and is registered to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

We want our clients to have clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road-map to working toward a more secure financial future.

We’re looking forward to helping you pursue your financial goals.

For More information please contact Shawn at (508) 259-8547 or email at shaw[email protected]