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My reasons for becoming financial professionals are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as financial professionals, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. -Jeffrey Moore

The Buzzards Bay Financial Planning team provides a holistic approach to financial strategizing that encompasses all aspects of your life-well beyond your finances. We obtain a thorough understanding of your obligations and lifetime goals in order to design your comprehensive financial strategy.

We work with individuals and couples to help budget and strategize for all of life's events.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Call for a complimentary and confidential financial review. 

(774) 328-9106.

 
Jeffrey Moore

Jeffrey Moore

MRFC, LUTCF® Financial Representative

(774) 328-9106

(774) 202-6073

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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