Jane Evelyn, Cfp® Email and Phone Number
Jane Evelyn, Cfp® work email
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Jane Evelyn, Cfp® personal email
I am a financial advisor with Beck Bode LLP, after 12 years of owning my own firm, Dover Hills Financial. Located in Dedham, Massachusetts, Beck Bode offers individualized, comprehensive financial planning and investment management services, serving families and businesses nationwide. I help people with tax planning and the creation of income generating portfolios, managing volatility and risk utilizing exchange traded funds (ETFs), individual bonds and dividend paying stocks. Beck Bode also offers two excellent investment strategies - a Growth Strategy and an Income Growth Strategy. I enjoy helping people define and reach their financial goals. Being a fee-only planner enables me to act in the sole interest of my client; and as a fiduciary I take this responsibility very seriously. The CFP designation and NAPFA membership demonstrate my personal commitment to service to my clients.Specialties: Financial planning, Income generation and Wealth preservation
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Cfp® - Certified Financial PlannerDover Hills FinancialMassachusetts, United States
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MemberNapfa 2011 - PresentUnited StatesThe National Association of Personal Financial Advisors is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
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Cfp® - Certified Financial PlannerDover Hills Financial Nov 2002 - Present
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Membership CommitteeFinancial Planning Association 2007 - Present
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Financial AdvisorBeck Bode Wealth Management Jan 2015 - Present858 Washington Street, Suite 100, Dedham, Ma 02026Fee-only financial planning is the key to a quality relationship between me and my clients. My background includes budgeting, investments, tax, retirement and estate planning.
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Financial AdvisorBeck Bode Wealth Management Jan 2015 - Present858 Washington St, Suite 100, Dedham, MaI am continuing with the comprehensive financial advice to individuals and businesses that I have been doing for nearly 20 years. A great move to a company where client successes are built on exceptionally personal experiences that embody a "hands on" approach, and a time tested investment methodology. Beck Bode's success is built on providing clients with what they really need - responsiveness, care and guidance for long-term investing success.
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Financial Planner1717 Capital Management 1997 - 2003
Jane Evelyn, Cfp® Skills
Jane Evelyn, Cfp® Education Details
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Economics -
College Of Financial PlanningFinancial Planning -
Niagara Falls High School
Frequently Asked Questions about Jane Evelyn, Cfp®
What company does Jane Evelyn, Cfp® work for?
Jane Evelyn, Cfp® works for Dover Hills Financial
What is Jane Evelyn, Cfp®'s role at the current company?
Jane Evelyn, Cfp®'s current role is CFP® - Certified Financial Planner.
What is Jane Evelyn, Cfp®'s email address?
Jane Evelyn, Cfp®'s email address is ja****@****.com.au
What schools did Jane Evelyn, Cfp® attend?
Jane Evelyn, Cfp® attended Northwestern University, College Of Financial Planning, Niagara Falls High School.
What are some of Jane Evelyn, Cfp®'s interests?
Jane Evelyn, Cfp® has interest in Economic Empowerment.
What skills is Jane Evelyn, Cfp® known for?
Jane Evelyn, Cfp® has skills like Bond Investing, Retirement Income Strategies, Estate Planning, Tax Planning, Budgeting, Retirement Planning, Investment Strategies, Financial Planning, Bonds.
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