What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Joelle Spear, CFPr

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United States
Framingham, MA
Joelle Spear, CFPr

I help simplify money matters.

Address

Canby Financial Advisors, 161 Worcester Road, Ste. 408
Framingham, MA
01701

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

(617) 721-7177

Website

https://www.canbyfinancial.com/

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Let’s create your personal roadmap for today and tomorrow

The “personal roadmap” isn’t marketing jargon; it’s how I start the process of getting to know you and your short- and long-term goals. It’s something you and I will create together and refer to often over time so we make sure we’re going in the right direction. It’s what we’ll use to create your financial plan and make decisions about your investment portfolio.

Your roadmap will provide financial guideposts such as:

· a target rate of return for your portfolio based on your risk tolerance

· your portfolio’s investment mix with a focus on minimizing taxes

· how we’ll adapt over time as events, markets, and life situations change

You have your choice of financial advisors and investment managers. Finding one you feel comfortable with and whose advice you believe will help you reach your goals is essential. At Canby we say that “Life often has plans of its own” so it’s my approach to work with you on creating a roadmap that adapts as your situation changes in every stage of life. Once your plan is in place, we help manage your portfolio. Canby Financial Advisors offers access to a wide selection of investment options, including low-cost, institutional-class, and socially responsible investment vehicles.

This communication is strictly intended for individuals residing in the states of MA, CT, VT, ME, NH, CA, NY, NJ, GA, TX and FL. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Securities offered through Commonwealth Financial Network ®, Member www.finra.org/ www.sipc.org, a Registered Investment Adviser. Fixed Insurance products and services offered through CES or Canby Financial Advisors. Advisory services offered by Canby Financial Advisors are separate and unrelated to Commonwealth. Canby Financial Advisors, 161 Worcester Road, Ste. 408, Framingham, MA 01701. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html.