Valued Advice - Exceptional Service
Ed has been with Bay Financial Associates since 1999. In 2016, Ed began managing a branch that has access to the resources of Bay Financial called First Line Financial.
First Line Financial is a boutique wealth and financial management firm dedicated to competently and ethically guiding clients towards their financial goals. It all starts with the construction of a financial plan that is specific to their needs. Financial planning is an evolving process and not a singular event and over time can grow in clarity, purpose, and meaning. Additionally, the professionals at First Line want to simplify the financial lives of clients by managing their investments and helping them build portfolios that have been constructed to specifically work towards their goals. It all works together! Lastly, we do this work with a well-balanced approach between living fully today and planning intelligently for tomorrow.
Check out Ed’s In the Locker Room page for much more information (Click here).
Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.
Website: First Line Financial
Bay Financial Associates ~ 781-893-0909 ~ Email
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.
First Line Financial is a separate entity from Bay Financial Associates and LPL Financial.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.