Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
John Lamontagne
jlamontagne@ceteranetworks.com
Specializing in the retirement and financial planning industry takes an honest, knowledgeable, motivated and responsive individual. With John you get the commitment and knowledge of a highly educated and College Hall of Fame athlete to...
David Soltys
Financial Consultant
508-770-0345
Michael Tivnan
Managing Director
508-770-0345
Mike takes a comprehensive and integrated approach to understanding your needs and tailoring the strategies consistent with your long-term goals, collaborating with your tax and legal counsel as needed so that you will have greater...