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Your Financial Services Team
What will your retirement look like?
In today's complex world, we could all use a little help. We would love to be chosen as your trusted advisor firm. Please let us know how we can be of assistance.
Tom has been advising individuals and business owners for over 20 years, serving as their client’s primary advisor in the areas of wealth management, retirement income and estate planning.
Phil has been advising individuals and business owners for over 25 years, serving as their client’s primary advisor in the areas of wealth management, retirement income and estate planning.
Chris began his career in a family-owned insurance agency in Canton, MA, moving to a position with an industry-leading insurance carrier in 1985, where he provided clients with individual insurance and investment advice.
Securities: California, Connecticut, Massachusetts, New Hampshire, Vermont
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
Not all registered representatives with our firm are able to offer advisory services.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
