Rosemarie A. Boyd
Boyd Financial Strategies, Inc
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Certified Financial Planner Practitioner
Offering advice since: 1983
Areas of expertise:
- Annuities
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Rosemarie A. Boyd:
Rosemarie A. Boyd, CFP® is the founder of Boyd Financial Strategies and serves as the firm's principal Financial Planner. She is responsible for all financial planning services and overall management of the firm. Rosemarie holds a bachelor's degree in Political Science from Northeastern University (1970), and obtained her financial planning certification in 1985.
Compensation and Fee Structures:
Fee Based Compensation.
Licenses, Certifications & Affiliations:
Certified Financial Planner
SEC Registered Investment Advisor
MA Insurance
Education:
Not specified
Will provide references upon request?
Yes
Further information about Boyd Financial Strategies, Inc:
(Size of firm: 0-9 advisors)
Our Mission is to ...
Counsel, coach and assist our clients in achieving their evolving goals
Provide ethical, independent and dependable financial advice
Develop a fiduciary relationship that earns the trust of each client
Operate our practice at a "Professional Best Practices" level
Contact Information for Rosemarie A. Boyd
Phone: (508) 754-3226
Please support us by letting this advisor know you found them through Boomerater
Fax: (508) 754-4908
Address for Rosemarie A. Boyd:
45 S Quinsigamond Avenue
Shrewsbury, MA, 01545
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