Flagship Wealth Advisors, LLC

CONNECT

Address:

301 Edgewater Pl Ste 400

Wakefield, MA 01880

Phone:

1-800-631-9997

Fax/Other:

1-781-224-9920,,

Flagship Wealth Advisors, LLC

 

 

OUR FIRM

Flagship Wealth Advisors, LLC, was founded by Paul V. Ryan, Jr. CFP®, in 1997 in Wakefield, Massachusetts. Our lakeside office location is just a few miles north of Boston, conveniently accessible via major area highways. The firm was founded on Paul's commitment to providing exceptional service and client satisfaction -- values shared by our associates and office staff.

We are a comprehensive financial services firm that functions as a group practice. We offer Wealth Management, Asset Management, Retirement Planning, Financial Planning, Estate Planning, College Fund Planning, among other services. We believe investments are a means to an end, not an end unto themselves. Our work is about helping you live well today and plan for a bright future, for yourself and the people you care about.

Financial Investments and Wealth Management with Your Goals in Mind

The financial professionals at Flagship Wealth Advisors, LLC, will work with you to understand your goals, aspirations, and challenges. Together, we will create a sound financial strategy that can help you accumulate wealth, manage your assets, and achieve financial independence. We offer a variety of financial planning and wealth management services, focusing on fee-based and independent financial planning services, which allows us to work in our client' best interests. (See Our Services for more.)

We thank our clients for acknowledging our commitment to a high level of client service -- and for putting their trust in us.


Flagship Wealth Advisors, LLC, welcomes inquiries from people interested in developing a plan for Investment, Retirement, Charitable Giving, Tax Savings, College Funding, or other more specific goals. For an initial free, no-obligation consultation, please Contact Us today.  
 

Our People

When you're looking for a qualified financial advisor and a wealth management firm you can trust -- experience matters.

Paul V. Ryan, Jr., CFP®, founder and managing director of Flagship Wealth Advisors, LLC, brings more than two decades of industry experience to his wealth management work with clients.

Paul's integrity and commitment to customer service are values shared by everyone who works at Flagship Wealth Advisors. When you work with Paul and our seasoned team of financial and office professionals…

  • You will be welcomed into our scenic lakeside offices in Wakefield, Mass. (Paul is registered to service clients in 50 states; please see Our Services for a full listing.)
  • Whether you work with us face-to-face or over the phone and via email, you will know you come first.
  • You will experience highly personalized, interactive financial planning, financial advisor  and wealth accumulation and management services.
  • Your ideas will be heard and your questions will get answered. We pride ourselves on maintaining open and regular communication with our clients.

Please click on the bio links below to learn more about Paul V. Ryan, Jr. and associates, and the top-notch staff you will meet at Flagship Wealth Advisors, LLC. Thank you for considering us.

 

Paul V. Ryan, Jr., Certified Financial Planner® 800-631-9997 x16 Send an e-mail to Paul

Veronica Caulfield, Client Relations Manager x10 Veronica@FlagshipFA.com

Christine MacInnis, Private Client Group Manager x17 Christine@FlagshipFA.com

Maja Stojanovic, CFP®, CLU, MBA, Managing Executive x19 Maja@FlagshipFA.com

Angela Yin, MSF, Financial Analyst Angela.Yin@FlagshipFA.com

Leonard M. Coris,  Investment Advisor Representative LenCoris@Watermillfinancial.com

Susan Fisher, CFP®, RICP® Investment Advisor Representative x34 Susan@FlagshipFA.com

Donna Atkins, CPA-PFS Investment Advisor Representative x65 Donna@FlagshipFA.com

Randall Loiacono, Registered Representaive x12 Randall@FlagshipFA.com

Tam Tran, Registered Representative x60 TVanTran@RoyalAA.com



Flagship Wealth Advisors, LLC 1-800-631-9997

 

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Check the background of this financial professional on FINRA's BrokerCheck