Thomas D. Mckeon, Cfp®, Chfc®, Clu® Email & Phone Number

Before I make any recommendations to clients we meet (or video conference) for one-on-one discovery meetings. This is where I get to know them and gain a deeper understanding of their current financial and personal situation to flesh-out their needs, wishes and dreams into tangible, specific goals. I develop individually customized investment, retirement, tax, insurance, and estate planning solutions tailored to achieve those goals. We work together through an ongoing collaboration to implement agreed upon strategies to put their plans into action towards achieving their goals.Regulations prohibit me from accepting recommendations on the LinkedIn platform, however, I can accept personal introductions directly to those you know who may benefit from exploring an advisory relationship with me.The financial advisors of MountainOne Investments offer securities and advisory services through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. MountainOne Bank is not a registered broker-dealer or Registered Investment Adviser. MountainOne Bank and MountainOne Insurance are not affiliated with Commonwealth. MountainOne Investments, 111 Silver Lake Blvd. Pittsfield, MA 01201, (413) 442-7296. This communication is strictly intended for individuals residing in the states of MA, CT, FL, NC, NY. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.INSURANCE AND INVESTMENTS ARE NOT INSURED BY THE FDIC AND ARE NOT DEPOSITS OR OTHER OBLIGATIONS OF, OR GUARANTEED BY, ANY DEPOSITORY INSTITUTION. FUNDS ARE SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL INVESTMENT.