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Andrew C. Cleary, CFP®
Financial Planner 100 William Street, Suite 300
Phone: (617)585-4596 Andrew Cleary has worked at SFP Wealth since 2005. As a Registered Representative and Financial Planner, Andrew's areas of concentration include investments, retirement and estate planning, and qualified/retirement plans. He is Series 6, 7, 63 and 65 securities licensed as well as licensed to sell Life, Accident and Health insurance and property and casualty insurance in several states. Andrew holds the CERTIFIED FINANCIAL PLANNER® certification and graduated Cum Laude from Georgetown University in Washington, DC with degrees in Economics and Government. Andrew currently lives in Boston's North End.
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100 William Street, Suite 300 Phone: (781)239-2000
tcappucci@sfpwealth.com |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.