PROFESSIONAL PROFILE

Our Client Commitment:

Our team’s goal is to understand your needs for a financial plan that works towards achieving your unique requirements. Whether an individual, family or business, we work closely with clients and clients other trusted advisors which include attorneys and accountants on developing, organizing, executing and monitoring a sound financial process. This is accomplished by building relationships that are based on trust. We offer sound professional advice along with exceptional service.

Our Group offers personalized solutions that can address:
•Investment strategies for both short and long term needs
•Individual and family wealth preservation and insurance planning
•Retirement planning solutions for individuals and businesses
•Cash management solutions for individuals and businesses
•In conjunction with your legal advisors, Trust and Estate planning
•Insurance needs for individuals and businesses

Professional Experience:

John R. French, AAMS®, CRPC®
John is a graduate of Syracuse University with an MBA in organizational management and finance; he is designated as a Accredited Asset Management Specialist® and a Chartered Retirement Planning Counselor® from the College of Financial Planning.
Johns many years of experience, educational background and the Merrill Lynch resources allow him to use these resources together in building the appropriate investment solutions that make use of short and long term goals and objectives, with a focused interest in meeting each clients investment objectives, retirement planning and income needs along with wealth transfer strategies.

John Cleary
John is a graduate of Bryant University with a B.S. degree in Business Administration. With 14 years experience in financial planning and portfolio management, John utilizes an analytical based approach with regard to gathering important financial information with regard to the clients assets and liabilities, which allows us to apply a focus on investment strategies that our tailored to the clients needs.