Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Craig DuVarney, CFP |
| Address: |
2194 Main Street |
| City: |
Concord |
| State: |
MA |
| Zip Code: |
01742 |
| Telephone: |
(978) 772 - 2156 |
| Fax: |
(413) 254 - 9735 |
| Web Site: |
www.craigduvarney.com |
| |
If you are employed by the Federal Government, you may be left with more questions than answers when trying to understand your benefits, and how they apply to your financial plan. Most financial planners do not understand federal employee benefits and retirement plans. However, I regularly speak to such groups as the Boston Office of the United States Department of Labor and the Professional Airways Systems Specialists of New England (PASS). In addition, I was recently hired by the USDA Graduate School to run all of their 2-Day Federal Employee Pre-Retirement Presentations in Boston.
For more information about the financial planning services I offer, please go to www.craigduvarney.com. |
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Craig DuVarney |
(978) 772 - 2156 |
planning@craigduvarney.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: 7 & 63
Insurance Licenses: Life, Disability & Long-Term Care Insurance
Other Licenses and Designations:
CFP, RIA
Education/Area of Study: Financial Planning
Associations and Affiliations: Financial Planning Association
(FPA)
Experience:
I have / The office has been providing financial and/or related advice to clients
for 8 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly,
and/or retainer) |
--- |
Fee based on percentage of assets managed;
percentage ranges |
X |
Commissions, trail fees, redemption fees,
account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
X |
Stock and bond brokerage |
--- |
Other: |
Specialty: Financial Planning
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with Royal Alliance Associates |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
