We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
|Firm Start Year:||2020|
|Name of Custodial Firm:||WellsFargo - First Clearing|
|Number of Years with Current Firm:||2|
|Advisor's Number of Clients:||100|
|Advisor's Number of Managed Clients:||100|
|Advisor's Number of Planning Clients:||100|
Compensation and Fees
|Fee Structure:||Fee Only|
Securities and advisory services offered through American Heritage Securities, Inc. Broker/Dealer Member FINRA/SIPC. The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.
Sara Gibbs is an registered investment consultant and financial advisor who provides personal attention to your financial goals. As a full service, licensed investment professional since 1986 Sara can manage your portfolio of investments and works closely with many individual money managers. She specializes in wealth accumulation and retirement planning. She holds licenses in both securities and insurance.
Special emphasis on:
Asset Allocation Portfolio Management
Wealth Accumulation and Preservation
Sara and her husband Arthur reside in Scituate, MA
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|