Investment Services Saugus MA

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Saugus. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

Alfred G. Salvato (RFC®), CFP, LUTCF
(781) 652-0359
15 Muzzey Street
Lexington, MA
Company
FSC Securities Corp.
Qualifications
Education: BA
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 730-3326
35 Village Rd Po Box766 Ste601 Ferncroft Corporate Center
Middleton, MA
 
Edward Jones
(888) 891-1467
535 Main St
Winchester, MA

Data Provided by:
Michele Ann Russell (RFC®), CFP
(781) 344-4401
909 Washington Street Suite 202
Stoughton, MA
Company
CERES Financial Group, Inc.
Qualifications
Years of Experience: 15
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, personal Coach, Retirement Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. John J. Barry (RFC®)
(508) 660-9166
1510 Washington St
Walpole, MA
Company
Barry Financial Advisors
Qualifications
Education: Suffolk UniversityBoston, MassachusettsBachelor of Science - Government
Years of Experience: 8
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Ms. Marilyn M. Sanford (RFC®), EA, MBA
(978) 677-6511
218 Ames Hill Dr
Tewksbury, MA
Company
Ames Pond Tax & Financial Planning
Qualifications
Education: BA; MBA; Certificate in Financial Planning; Series 6, 7, 63 & 65 licenses; Mass Life, Health Insurance & Variable Annuities Licenses
Years of Experience: 13
Membership
IARFC
Services
Invoice, Retirement Planning, Tax Planning, Tax Returns, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Medical Insurance, Education Plan

Data Provided by:
Fidelity Investments
(617) 563-7000
68 Devonshire Street, N5A
Boston, MA
 
Wernau Asset Management
(617) 716-0269
306 Dartmouth Street
Boston, MA
Prices and/or Promotions
Free Portfolio Review

Alfred G. Salvato (RFC®), CFP, LUTCF
(781) 652-0359
15 Muzzey Street
Lexington, MA
Company
FSC Securities Corp.
Qualifications
Education: BA
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Mr. Joseph C. Connolly (RFC®), CHFC, CLU, CSA
(508) 698-3344
Pine Brook Office Park
Foxborough, MA
Company
Connolly & Associates, Inc
Qualifications
Years of Experience: 34
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Asset Protection, BuySell, LiabCover, Compensation Plans

Data Provided by:
Data Provided by:

Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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