Edward Jones - Financial Advisor: Karen Laplante

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future. Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy

SpecialtiesThe financial management process at WFR Financial Planning & Insurance begins with: In-depth evaluation of your current financial situation - Establish overall objectives - Focus on specific goals. We advocate investing sensibly over the long run and maintaining an adequate, needs-based, level of insurance coverage.We work with you side by side so that you're confident in and comfortable with the financial suggestions we make. Some of the services we offer: Investment Products and Advisory Services: Fee-Based Financial Planning, Investments, Insurance and Annuities WFR Financial Planning & Insurance 653 Main Street - Melrose, MA 02176 - 781-662-4848 Securities and Investment Advisory Services offered through Royal Alliance Associates, Inc. (RAA), member FINRA, SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. We are registered to sell Securities in the following states: California, Connecticut, Delaware, Florida, Kentucky, Massachusetts, Maine, New Hampshire, New York, Pennsylvania, Rhode Island. We are licensed to sell Insurance Products in the following states: Delaware, Florida, Massachusetts, Maryland, Maine,New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Texas.

Citizens Wealth Management, part of Citizens Bank N.A., offers tailored financial planning services to help clients navigate their financial journeys. With a dedicated advisory team and a focus on creating personalized solutions, they assist individuals and families in aligning their financial goals with their unique life situations. The firm provides exclusive rewards and individualized support through a collaborative and comprehensive approach. Clients benefit from the expertise of CERTIFIED FINANCIAL PLANNER™ professionals and are guided through various financial strategies to adapt as their needs evolve over time. Generated from the website