Walter Guertin, CFP®, CPA, PFS

Wellesley, Massachusetts, 02481
advisor

Member Since 2004

Our objective is to help you make more informed decisions about your financial future. This may involve working with you to develop a comprehensive financial plan, or we might focus on one or more specific areas most important to you, such as planning for your retirement, providing for the college education of your children or leaving a legacy for your family. Helping you to achieve your financial goals, through a ongoing and trusting relationship, is our primary interest.
Contact Walter
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 35

  • Education

    • College of the Holy Cross (AB Economics)
    • Rutgers University (MBA Accounting)

  • Certifications and Designations

    • CFP®
    • CPA
    • PFS
    • CSA

  • Association Memberships

    • American Institute of CPAs

  • Methods of Compensation

    • Financial Planning: Hourly fee, Fixed fee
    • Investment Services: Hourly fee, Fixed fee

  • Primary Custodian(s)

    • Bank of New York

  • Types of Financial Reports

    • Performance Report (Annually)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • CRD/IARD Number: None
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: NA
    • Broker/Dealer: NA

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • Alabama
    • Alaska
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Connecticut
    • Delaware
    • Florida
    • Georgia
    • Hawaii
    • Idaho
    • Illinois
    • Indiana
    • Iowa
    • Kansas
    • Kentucky
    • Louisiana
    • Maine
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Mississippi
    • Missouri
    • Montana
    • Nebraska
    • Nevada
    • New Hampshire
    • New Jersey
    • New Mexico
    • New York
    • North Carolina
    • North Dakota
    • Ohio
    • Oklahoma
    • Oregon
    • Pennsylvania
    • Rhode Island
    • South Carolina
    • South Dakota
    • Tennessee
    • Texas
    • Utah
    • Vermont
    • Virginia
    • WDC
    • Washington
    • West Virginia
    • Wisconsin
    • Wyoming

  • Disclosure(s)

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Tax

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • None

  • Tax Advice & Services

    • Tax Clients: Individuals & Families
    • Tax Services: Tax Planning, Tax Advice, Tax Preparation
 
Contact Walter
 
Visit Website - http://www.firstfinancialtrust.com

Minimum Asset Requirement

  • $100,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Tax