About My Practice
Dolan Financial Services is an independent practice serving individuals, families and business owners in Massachusetts, Maine, New Hampshire, Vermont, Maryland, Arizona, Virginia, Tennessee and the District of Columbia.
Founded in 2007, Dolan Financial Services is a client centered financial services practice providing financial planning, fee-based asset management, retirement & estate planning, business planning and risk management/insurance strategies.
We simplify your financial life. You provide the vision and we provide the focus. Together, we determine what financial freedom means to you and formulate specific goals that are both relevant and realistic. Your vision and your goals provide the foundation for a long-term strategy designed to help you pursue the financial and personal future you desire.
Securities and Advisory Services are offered through Commonwealth Financial Network, Member FINRA (www.finra.org.finra.org) and SIPC (www.sipc.org.sipc.org), a Registered Investment Adviser. Fixed insurance products and services offered by Dolan Financial Services are separate and unrelated to Commonwealth.
Strictly intended for individuals in: AZ,DC,FL,MA,MD,ME,NH,TN,VA,VT. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63
Life insurance: MA, NH, FL, DC, Health/disability insurance: MA, NH, FL, DC, Fixed annuities: MA, NH, FL, DC, Variable annuities: MA, NH, FL, DC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Commonwealth Financial Network
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.