John Pratti, Crc, Cmfc, Cltc

John Pratti, Crc, Cmfc, Cltc Email and Phone Number

Senior Financial Advisor @ Touchpoint Financial Advisor Group
Woburn, Massachusetts
John Pratti, Crc, Cmfc, Cltc's Location
Andover, Massachusetts, United States, United States
John Pratti, Crc, Cmfc, Cltc's Contact Details

John Pratti, Crc, Cmfc, Cltc work email

John Pratti, Crc, Cmfc, Cltc personal email

n/a

John Pratti, Crc, Cmfc, Cltc phone numbers

About John Pratti, Crc, Cmfc, Cltc

I help provide financial solutions in the following areas:• Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Helping you manage your assets before and during retirement.• Tax Advantage Products - Looking for ways to reduce your current and future tax burden. • Estate planning - Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. • Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. • Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. • Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals. • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

John Pratti, Crc, Cmfc, Cltc's Current Company Details
Touchpoint Financial Advisor Group

Touchpoint Financial Advisor Group

View
Senior Financial Advisor
Woburn, Massachusetts
Website:
touchpointfg.com
Employees:
5
John Pratti, Crc, Cmfc, Cltc Work Experience Details
  • Touchpoint Financial Advisor Group
    Senior Financial Advisor
    Touchpoint Financial Advisor Group Aug 2016 - Present
    Woburn, Ma
    Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser.This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, IL, IN, LA, MA, MD, ME, NH, NY, OH, PA, RI, SC, TN, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.400 Unicorn Park Drive 1st FloorWoburn, MA 01801 www.commonwealth.com/termsofuse.html
    View
  • Baystate Financial
    Financial Advisor
    Baystate Financial Feb 2006 - Jul 2016
    Wakefield, Ma
    View
  • Molettieri And Pratti, A Financial Advisory Practice Of Ameriprise Financial
    Advanced Advisor Group
    Molettieri And Pratti, A Financial Advisory Practice Of Ameriprise Financial Jan 2000 - Feb 2006
  • Zoom Telephonics
    Compliance Engineer
    Zoom Telephonics 1996 - 1998
    View

John Pratti, Crc, Cmfc, Cltc Skills

Retirement Planning Succession Planning Estate Planning Investment Strategies Wealth Transfer Techniques

John Pratti, Crc, Cmfc, Cltc Education Details

Frequently Asked Questions about John Pratti, Crc, Cmfc, Cltc

What company does John Pratti, Crc, Cmfc, Cltc work for?

John Pratti, Crc, Cmfc, Cltc works for Touchpoint Financial Advisor Group

What is John Pratti, Crc, Cmfc, Cltc's role at the current company?

John Pratti, Crc, Cmfc, Cltc's current role is Senior Financial Advisor.

What is John Pratti, Crc, Cmfc, Cltc's email address?

John Pratti, Crc, Cmfc, Cltc's email address is jp****@****ial.com

What is John Pratti, Crc, Cmfc, Cltc's direct phone number?

John Pratti, Crc, Cmfc, Cltc's direct phone number is +178187*****

What schools did John Pratti, Crc, Cmfc, Cltc attend?

John Pratti, Crc, Cmfc, Cltc attended Worcester Polytechnic Institute, Franklin Institute Of Boston.

What skills is John Pratti, Crc, Cmfc, Cltc known for?

John Pratti, Crc, Cmfc, Cltc has skills like Retirement Planning, Succession Planning, Estate Planning, Investment Strategies, Wealth Transfer Techniques.

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