Nationwide Insurance - Joann Bergeron

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.

Northwestern Mutual offers financial planning for your business and family. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success.

Charter Trust Company is a financial institution that offers a range of wealth management services for individuals, families, small-scale businesses and nonprofit organizations. It provides analysis services related to financial markets, legal issues and tax codes. The institution prepares individualized financial plans to meet the customized needs of its clients. Its professionals offer consulting services in the areas of asset expansion, protection, administration and transfer. Charter Trust Company provides assistance with several investment options, as well as risk management, wealth allocation, and estate, retirement and business planning services. It additionally offers online bill payment, accounting, insurance administration, and tax preparation and filing services.