We offer a full-range of comprehensive financial services and a commitment to helping our clients improve their long-term financial success.
As Registered Representatives of United Planners, Philippe Berthoud and William Riquier, practice the “comprehensive financial planning concept.” We evaluate and review all areas having to do with retirement planning, continually evaluating economic trends and recommending appropriate portfolio changes. Our money management philosophy follows data-driven stock market trends and economic analysis.
Our team of experienced professionals has a hands on approach to working with our clients. We diligently watch over our clients’ accounts and care about their success. Our objectives for clients include:
- helping clients reach their financial goals,
- decreasing tax liability, and
- protecting principal.
Call us at 978-777-5000. We want to help you maximize the growth of your money and retire or stay retired with confidence.
* Securities and Advisory Services Offered through United Planners Financial Services. Member: FINRA, SIPC.
The Retirement Financial Center and United Planners are independent companies.