In order to facilitate our goal of over-all financial health for our clients we have partnered with experts in other fields, such as Attorneys, Accountants, Mortgage Brokers, and others.We work to coordinate our efforts with these professionals to ensure a comprehensive and cohesive outcome to your project. From implementing simple tax strategies, to complex estate plans, we can provide better service and advice by being involved from the beginning.
For Clients:
If you currently have a relationship with an Attorney(s) and/or Accountant(s), we are happy to work with them on any project or long-term basis as your situation may require.
We are also happy to provide referrals to Attorneys, Accountants, Real Estate Agents, Insurance Agents or other professionals as your situation may dictate.
For Professionals:
We are always looking to expand our list of professionals that we feel comfortable referring to clients. If you would like to learn more about this opportunity please introduce yourself by calling our office, (978) 658-5626 or sending an E-mail to Bob Esdale, Bob@My-FinancialPlanner.com.
Commonwealth Financial Network 226 Lowell Street, Suite 1-A-1 Wilmington, MA 01887 Tel (978)658-5626 - Fax (978) 658-6468
This communication is strictly intended for residents of CA, CO, CT, DC, FL, MA, ME, MI, MN, NC, NH, NY, OH, RI, TX, VT & WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Robert Esdale is a Registered Representative and Investment Adviser Representative with/and Offers Securities and Advisory Services Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.