Ramses Losier, Csscs Email & Phone Number

FULL Service Financial Planning Asset management &Risk Management ServicesHelping to preserve your hard-earned money while working together to grow it.Ramses Losier seeks to bring investment, Insurance, and education, retirement, estate and tax planning strategies into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. In roles of both analyst and coach, Ramses recommend tailored, practical solutions, explain complex issues and guide clients through implementation.Ramses believes financial peace comes from having a plan which is the basis for all the other decisions. He is an Investment advisor and he holds insurance and securities licenses. He believes in listening to his clients and creating customized financial plans based on their personalized needs and goals.More than being a fiduciary, Ramses believe in the timeless principle known as the Golden Rule: treat others the way you want to be treated.Ramses is the proud dad of his beautiful daughter, Valerie. He resides in Marina Bay, Quincy, Massachusetts where his firm is based. He enjoys traveling, spending time with his family and is an avid soccer fan. Registered Representative/Investment Advisor Representative of securities and investment advisory services offered through St Bernard Financial Services, LLC Member SIPC, St Bernard Financial Services, LLC, and South Shore Wealth Management, Inc. are not affiliated companiesSecurities and insurance products are offered through St Bernard Financial Services, LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through St Bernard Financial Services, LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.