Since 2008, we have helped individuals and families in central Massachusetts to determine and meet long-term financial goals. Whether it be Investments, Taxes, College planning, Retirement, and/or Estate planning, we offer an approach that has been proven through the test of time.
Frequently, we look at decisions in a time of need and wonder if what were doing is the best possible solution. We often experience self talk along the lines where we can develop a generalized plan and establish desires. All too often we forget about the details or get around to it when we can. Forming an objective view about your future and that of your family can be tough. Our job is done when you can rest easy knowing that the plan is not only clear but also being accomplished.
Greg began his investment career in 1988 as an Agent for Prudential Insurance Company. Leaving in later years to join his father, Roger. He then formed Marchand Financial in 2005 as a result of pursuing the part of the business that he enjoyed most, financial services and wealth management.
Joshua joined Marchand Financial in 2021. Josh is well versed in areas of personal finance strategies however focused on client relations and outreach. Bringing attention to areas of the business through media will allow clients the ability to access information about how to further detail their future planning.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
6 Mechanic Street, Webster, Massachusetts 01570, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Copyright © 2023 Marchand Financial LLC - All Rights Reserved.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Marchand Financial, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. https://Bit.lv/KF-Disclosures
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