11 Middlesex Avenue,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using comprehensive methods.
Lynda is a Chartered Retirement Planning Counselor ® (CRPC ®) and Accredited Investment Fiduciary ® (AIF ®). She holds the Series 6, 7, 63 and 65 securities registrations through Cambridge Investment Research in addition to her life and health insurance licenses in several states. Lynda has been in the insurance and securities industry for over 20 years.
Lynda works closely with individuals who are planning for, approaching, or already enjoying retirement. She takes a whole-picture approach in considering both her client and their legacy. She is committed to educating her clients and making the transition into retirement seamless and stress-free. She will work hard as your advocate with the goal to fulfill your investment objectives through her financial knowledge, customer service, and advice.
Lynda’s love for her family (her motto is “Family First”) and connecting with others shines through her local involvement and generous spirit; She consistently gives back to her community. Lynda resides in Burlington.
Eda is the Operations Manager for Lynda’s practice and a Registered Sales Assistant with Cambridge Investment Research. She has over 12 years of customer service experience in the financial industry. She is also a Notary Public with the State of Massachusetts.
Eda is deeply committed to her clients and strives for a successful outcome for everyone she works with. She enjoys the variety in her days at the office and the opportunity to interact with so many wonderful clients.
In her free time, Eda enjoys listening to music, reading and volunteering her time. She lives in Melrose.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.