By Valerie Franchi, Contributing Writer
Marlborough – Everett Financial Services is committed to helping their clients develop, implement and monitor a financial strategy designed to fit their individual needs.
“At our firm, we have the client, and only the client, in mind,” according to the firm’s website.
“Our mission is to get to know and understand your needs, wants, and long term goals.”
Everett’s financial services include investments, such as IRAs and annuities, retirement and tax plans, college and estate plans and disability, life and long term care insurance.
From managing debt to saving for college to retirement, these personal financial challenges can be overwhelming. Everett will utilize all of their resources to help clients pursue their goals.
At Everett Financial Services, advisors understand the many concerns that individuals and families face as they prepare for retirement; whether it be five years or 15 years away. Glenn Everett’s goal is to help his clients feel confident about their future and maintain their vision of a comfortable retirement. Through Everett’s comprehensive approach, they develop customized retirement strategies that address their clients’ individual needs and goals; both short and long term.
“Also, for over thirty-seven years we have provided annual income tax preparation for individuals and business, as well as monthly accounting and financial statement preparation for small and medium size business,” he said. “We will keep your monthly accounting up to date as well as helping you with tax and business planning.”
Everett Financial Services strives to create a personalized financial roadmap to guide their clients toward their desired financial destination. They seek to simplify complex financial terms and investment options, offer honest advice and assist in navigating the complexities of investing and financial strategies.
Everett Financial Services is located at 72 Hosmer Street, Suite L, in Marlborough.