Framingham Financial Services Firm Expands Advisory Team
30 4월 2014 - 1:32AM
Business Wire
Financial Advisor Robert C. Giargiari, CFS®
Joins Practice
Managing Partner Timothy J. Keane of Northeast Investment
Advisors, LLC announced that Financial Advisor Robert C. Giargiari,
CFS® has joined their financial services team. Northeast Investment
Advisors is a registered branch of Investors Capital Corporation, a
premier independent broker/dealer located in Lynnfield, Mass. and
winner of the 2013 Broker-Dealer of the Year award1.
Bob Giargiari, Financial Advisor (Photo:
Business Wire)
Mr. Giargiari has worked in the financial services industry for
the past 15 years, most recently with Baystate Financial. He is a
Certified Fund Specialist® with in-depth knowledge of sophisticated
investment strategies for risk management, taxes and estate
planning. Mr. Giargiari’s financial services expertise includes:
retirement income planning, asset and income protection, tax
reduction strategies, long-term care planning and business
succession planning. He works with individuals, families and small
businesses throughout the U.S.
For the past four years, Boston Magazine recognized Mr.
Giargiari as one of Boston’s Five Star Wealth Managers2. He is a
member of the Framingham Chamber of Commerce Small Business Council
and a MassPack Association board member, and resides in Natick with
his wife Barbara.
“I’m excited to welcome Robert to our financial services
advisory team,” said Timothy J. Keane, Northeast Investment
Advisors Managing Partner and Financial Advisor. “Robert has
extensive experience in retirement income planning for seniors. He
understands how to guide clients through the complex and critical
decision-making process of drawing income from their lifetime
savings while also maximizing income and minimizing taxes. What’s
more, his understanding of how essential client service is in
helping clients reach their lifelong financial goals made him a
natural fit for our team.”
To contact Robert Giargiari, please call 508-424-0686 x27, email
bobgiargiari@northeastia.com or visit www.northeastia.com.
About Northeast Investment Advisors, LLC
Northeast Investment Advisors is a financial services firm
located in Framingham, Mass. The firm provides comprehensive
investment management, insurance, retirement and estate planning
services to individuals, families and corporate clients. Northeast
Investment Advisors is a registered branch of Investors Capital
Corporation, member FINRA/SIPC. The firm is located at 40 Speen
Street, Suite 202, Framingham, MA 01701. For more information,
please call 508-424-0686, email timkeane@northeastia.com or visit
www.northeastia.com.
About Investors Capital Holdings, Ltd.
Investors Capital Holdings, Ltd. (NYSE MKT: ICH) of Lynnfield,
Mass. is a diversified financial services holding company that
operates primarily through its independent broker/dealer and
investment advisor subsidiary, Investors Capital Corporation. The
firm’s mission is to provide premier, 5-Star Service℠ and support
to its valued registered representatives, including top notch
advisory programs, strategic practice management, marketing
services and transformational technology, to help them grow their
businesses and exceed their clients’ expectations. Business units
include Investors Capital Corporation, ICC Insurance Agency, Inc.,
and Investors Capital Holdings Securities Corporation. For more
information, please call (800) 949-1422 x4814 or visit
www.investorscapital.com.
Securities offered through Investors Capital Corporation, Member
FINRA/SIPC, 6 Kimball Lane, Lynnfield, MA 01940, 800-949-1422.
Advisory Services offered through Investors Capital Advisory.
1 For more information on Broker/Dealer of the Year, visit
www.thinkadvisor.com.
2
Fivestarprofessional.com/awards/2014_boston_five_star_wealth_managers_announced.php
Photos/Multimedia Gallery Available:
http://www.businesswire.com/multimedia/home/20140429006617/en/
Northeast Investment Advisors, LLCTim Keane,
508-424-0686Managing Partner, Financial
Advisortimkeane@northeastia.comwww.northeastia.com
Investors Capital (AMEX:ICH)
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Investors Capital (AMEX:ICH)
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부터 11월(11) 2023 으로 11월(11) 2024