Financial Planning Services

Phil Proulx is so much more than a financial planner, he is a wealth coach a family friend and a confidant. He offers a wide array of Financial Planning services including:

  • Retirement Planning
  • Investment Management
  • College Planning
  • Estate Planning
  • Annuities and Tax Deferred Savings Vehicles
  • Small Company Retirement Plans
  • Stocks, Bonds and ETFs
  • Fixed and Variable CDs

To sum it all up Phil provides fantastic services individualized for each clients’ unique financial planning needs.