Gregory A. Farland, Cfp®, Aif®, Cexp

Gregory A. Farland, Cfp®, Aif®, Cexp Email and Phone Number

Chief Executive Officer and Chief Compliance Officer @ Alliance Private Wealth
North Reading, MA, US
Gregory A. Farland, Cfp®, Aif®, Cexp's Location
North Reading, Massachusetts, United States, United States
About Gregory A. Farland, Cfp®, Aif®, Cexp

At Alliance Private Wealth, our goal is to simplify your financial life. Whether you are an executive, retiree, or business owner, we strive to take the financial burden off your shoulders so you can focus on what’s important to you. Our team of professionals are here to remind you when you forget, take care of it when you don’t have time, and show you the way when you’re not sure what to do next. There is only so much time in the day, let us free up some of yours! ----------------------------------------------------------------------------------------------------------------------Alliance Private Wealth, LLC - 200 Park Street - North Reading, MA 01864 - 978-276-1300Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html

Gregory A. Farland, Cfp®, Aif®, Cexp's Current Company Details
Alliance Private Wealth

Alliance Private Wealth

View
Chief Executive Officer and Chief Compliance Officer
North Reading, MA, US
Employees:
9
Gregory A. Farland, Cfp®, Aif®, Cexp Work Experience Details
  • Alliance Private Wealth
    Chief Executive Officer And Chief Compliance Officer
    Alliance Private Wealth
    North Reading, Ma, Us
  • Alliance Private Wealth
    Chief Executive Officer
    Alliance Private Wealth Jul 2019 - Present
    North Reading, Massachusetts, United States
    Greg is the founder and CEO of Alliance Private Wealth, formerly known as The Farland Group. In addition to being a leader of the firm, he works with his team to care for their clients by applying his knowledge and expertise to long-term, full-service financial planning. Greg also specializes in business exit planning. He has the knowledge and experience to assist business owners in navigating one of the most important financial decisions they will ever make. He enjoys working with business owners to develop and implement exit strategies that allow them to accomplish both their business and personal goals.
  • The Farland Group
    Chief Executive Officer
    The Farland Group Jan 2007 - Present
    Gregory A. Farland, CFP®, AIF®, is the CEO and Founder of The Farland Group, a personal wealth management company. Greg has been the guest speaker at numerous seminars on Retirement Planning across the north shore of Massachusetts. As a result of these seminars, he has helped many people avoid the major pitfalls that stand in the way of a successful retirement.
  • Ameriprise Financial
    Senior Financial Advisor
    Ameriprise Financial Jan 1998 - Jan 2007
    Prior to the establishment of The Farland Group, Greg owned and operated a personal financial planning franchise with Ameriprise Financial, formerly American Express Financial Advisors, since 1998. During his tenure, he held the designation of Senior Financial Advisor and was consistently honored with Presidential Recognition and Quality of Advice awards for the outstanding recommendations and service he provided to his clients.
  • Raytheon
    Financial Management Development Program
    Raytheon Sep 1996 - Jan 1998
    Bedford, Ma
    Part of a select group of individuals hired into a two-year, rotational Financial Management Development Program (FMDP) designed to provide challenging opportunities within the context of short-term work assignments. FMDP participants receive support from a mentor, an assignment manager and program manager(s) in the quest to reach their full potential as future leaders.

Gregory A. Farland, Cfp®, Aif®, Cexp Education Details

Frequently Asked Questions about Gregory A. Farland, Cfp®, Aif®, Cexp

What company does Gregory A. Farland, Cfp®, Aif®, Cexp work for?

Gregory A. Farland, Cfp®, Aif®, Cexp works for Alliance Private Wealth

What is Gregory A. Farland, Cfp®, Aif®, Cexp's role at the current company?

Gregory A. Farland, Cfp®, Aif®, Cexp's current role is Chief Executive Officer and Chief Compliance Officer.

What schools did Gregory A. Farland, Cfp®, Aif®, Cexp attend?

Gregory A. Farland, Cfp®, Aif®, Cexp attended Bentley University.

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