Michael P Waterman is a financial advisor with Morgan Stanley Smith Barney LLC, which primarily works with Individuals and High Net Worth Individuals. Michael Waterman operates out of Boston, MA.…show more
High Street Tower 125 High Street 24th Floor, Boston, MA 02110
Michael has over 6 years of experience building comprehensive financial plans for individuals and families. Michael realized typical financial advisors often recommend on topics that suit their own interests. In 2013, he established a fee-only financial planning firm, building it from scratch. Michael also recognized advisor compensation models were complex and confusing. To further the need for transparency and objectivity, he incorporated a flat monthly fee model that has become popular with his client base. As a result, the demand for an alternative firm like this has grown. Michael now offers online financial planning services to people across the country. While he has offices in both Bedford and Nashua, NH, his firm also has the technology to reach his clients no matter where they are. Michael’s experience and expertise has led to requests and quotes in notable publications, including The Wall Street Journal, The Chicago Tribune, Yahoo! Finance, InvestmentNews and Research Magazine. Michael Solari's background and achievements: - CERTIFIED FINANCIAL PLANNER TM - Masters Degree - Suffolk University - Bachelors Degree - Bryant University - NAPFA Member - XY Planning Network Member - Scholarship Recipient NAPFA Northeast Conference - Eagle Scout - Big Brother Program of Rhode Island - Rotary International, Souhegan Valley Rotary Club - Investment Committee Member, New Hampshire Audubon Society - Part Time Golfer - Traveling to warm destinations with his wife, Tracy and son George…show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Kirk is a Wealth Manager, Economist, and Principal at Innovative Advisory Group (IAG), an independent Registered Investment Advisor. Kirk's roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and non-traditional investment markets. Kirk has an extensive understanding of the regulatory and financial considerations involved with investing alternative investments in self directed IRAs and 401ks. He received a BA degree in Economics from Trinity College in Hartford, CT.…show more
Paul J Menzel is a financial advisor with Money Concepts Capital Corp, which primarily works with Individuals and High Net Worth Individuals. Paul Menzel operates out of West Springfield, MA.…show more
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