Jack Reid Email & Phone Number

As a Financial Advisor, my clients come first. I help them maximize every financial resource available, make sound financial decisions, achieve better financial balance while mitigating risk and helping them reach their financial potential. Backed by a team of specialists I provide a comprehensive planning experience that aims to leave clients feeling better educated, well-served, and more confident about their financial futures. Services include but are not limited to... • Retirement Strategies• Electing Group Benefits• Personal Insurance Reviews• Asset Allocation Strategies• Business Succession Plans• Estate Conservation Strategies• Executive Benefit Strategies• Philanthropic Gift StrategiesSpecialties: I personally enjoy working closely with highly-focused, young professionals like myself, as well as families who are serious about building and preserving their hard earned income. It is my experience that many of my clients value the freedom to spend time pursuing their passions over the ongoing responsibilities and pressures of managing their finances entirely on their own.As a former professional lacrosse player and a long-term Bostonian transplant, you will often find me on the sports fields coaching young athletes; on the links or on the water competing with myself against the elements; or around town with my wife, looking for the next best restaurant and a cold craft brew.

Listed skills include Strategic Planning, Investments, Coaching, Contract Negotiation, and 3 others.