47 North Second Street, Third Floor
Meet the Team
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:
We also can answer your questions, including:
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.
MRFC, LUTCF® Financial Representative
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.