Looking for a Financial Advisor In The Boston, Massachusetts Metro Area?
You've come to the right place. Paul McNulty is a CERTIFIED FINANCIAL PLANNER™ (CFP®) who provides a wide range of financial advisory and wealth management services including:
- Financial Planning and Financial Plan Creation
- Investment Advisory and Investment Management
- Insurance and Annuities
- Retirement Planning and Retirement Income Planning
- Legacy and Estate Planning
- Social Security Planning
As a CERTIFIED FINANCIAL PLANNER™, Paul can help create and implement a long-term plan to help you pursue your financial goals. As a CFP®, he has the expertise to address a wide range of financial issues and has pledged to abide by the CFP Board's Code of Ethics and Professional Responsibility. The CFP Board's Code of Ethics requires disclosing all conflicts of interest and always acting with integrity and objectivity. We embrace and live by these values in dealing with our clients.
We would be honored to be your trusted financial advisors and help you pursue your financial goals. Take the first step by completing the forms on the right to download our Retirement Readiness Report or request a no-obligation financial consultation.
Also serving the communities of Arlington, Andover, Reading, Lexington, Chelmsford, Wilmington, North Andover, Tewksbury, Bedford, Lynnfield and North Reading, Massachusetts.