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Qualifications of Financial Advisor in Osterville

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Financial Advisors in Osterville, Massachusetts
Financial Advisor Office Location Phone Number
Jonathan Pierce
Plymouth Rock Financial Partners, LLC
15 Caswell Lane,
Plymouth, MA  02360
(508) 830-4641
Christian Grundel
Edelman Financial Engines, LLC
1000 Bald Hill Road,
Warwick, RI  02886
(401) 921-3331
Mark Soloperto
Lincoln Investment Planning
95 Sawyer Rd,
Waltham, MA  02453
(781) 647-3050

Information on Qualified Financial Advisors in Osterville

Office Location 15 Caswell Lane,
Phone Number (508) 8304641

Jonathan resides in Plymouth, MA with his wife Rebecca and son Benjamin. Outside of work, Jonathan and his family are active members of the Plymouth community. Jonathan is passionate about hockey, golf, and CrossFit. Jonathan specializes in implementation and continuation of financial plans, retirement solutions, and investment management. Jonathan is series 7, 63, and 65 registered.

About Plymouth Rock Financial Partners, LLC

Established in 1996, Plymouth Rock Financial specializes in wealth management, financial planning, and retirement solutions.

Qualifications CRD# 5541530
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee Fee Based Only - No Commissions

Office Location 1000 Bald Hill Road,
Suite 5,
Phone Number (401) 9213331

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's Degree in English from State University of New York at Albany. Married to Amanda. They have one child: Alex. Christian enjoys fishing, both fresh and salt water.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

Office Location 95 Sawyer Rd,
Phone Number (781) 6473050

As an independent Financial Advisor, I represent my clients and their interests rather than one specific company. Through Lincoln Investment, I am strategically aligned with strong professional resources to provide exclusive financial service and experience. My service is personal, private and customized. I am motivated everyday to exceed client's expectations and help them meet their goals. Mark holds a bachelor's degree in Business Administration from Salve Regina University. Since graduating in 2009, he has built a successful, well- rounded financial services practice. He began his career at New York Life in Providence, RI helping clients protect their wealth and loved ones. As he became older and more seasoned, his vision and passion for the business grew. Mark joined Lincoln Investment in 2012 with the idea of expanding his services and widening his outreach. Mark has aligned himself with some of the industry's best financial resources to serve his clients' most basic and comprehensive needs. With over 9 years of experience, his intensity and dedication to his clients only gets more profound. Beyond building his business, Mark enjoys playing basketball in the winter and golf in the summer. He lives Canton, MA with his fiancee, Jennifer and together, they are looking forward to building their future.

About Lincoln Investment Planning

Mission- By working hard and dedicating ourselves to exceeding expectations, we strive to assist our clients achieve their goals. It is our top priority to develop long-term meaningful relationships with our clients that encourage transparent and honest communication. We are committed to providing service with integrity and trust. Independence & Objectivity- Our advice is objective and our services are independent. We represent our clients and their interests rather than a specific company. Independence is an important component to providing professional and unbiased financial guidance to our clients. Our Clients - Are accomplished individuals, successful business owners and motivated school employees Are passionate about their work and are well respected within their professions Are thoughtful, inquisitive and have a thirst for learning Are receptive to our advice, take critique and advice with an open mind Respect our hard work and values our relationship Show a willingness to refer us to friends and family Hold us to the high standard that we set

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