Broker Check

 
65 State Road East
Westminster, Massachusetts 01473

(978) 874-1000
dader@ceteranetworks.com

Team

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Mr. Dade is a Financial Planner that works with 55+ year olds, who has completed a course on priority senior issues. Mr. Dade is certified in Long Term Care (CLTC). For twenty years Mr. Dade has cleared his business with Cetera Advisor...

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Crystal Geslak

Executive Assistant

(978) 874-1000

(978) 874-1001

Crystal joined Ron recently, bringing a wealth of knowledge from the Third Party Administration business (pensions). She is responsible for financial paperwork processing, public relations materials, client services

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Amy Sylvester

Accountant

(978) 874-1000

(978) 874-1001

Amy is the office Accountant. She specializes in computer systems and bookkeeping strategies.

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