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

Our Services

OUR SERVICES

At Flagship Wealth Advisors, LLC, our goal is helping you achieve the lifestyle you desire, with financial independence. We are committed to understanding your goals and aspirations, and to providing a high level of personalized client service.

As your professional Certified Financial Planner (CFP®), financial advisors and wealth managers, we strive to help you enjoy life today, while charting a course toward a bright financial future -- for yourself and your loved ones -- tomorrow.

Services We Offer*

Under the leadership of Paul V. Ryan, Jr., CFP®, our associates and staff begin with a comprehensive review of your current financial situation. We then help you define your goals -- whether it's preserving your wealth and assets; funding a child or grandchild's college education; planning for a happy, comfortable, and active retirement; supporting a charitable cause; or ensuring your estate is preserved for your loved ones. See a list of states where we practice, below.*

From there we develop a plan to help you move from today's position to where you want to be. Our services include…

  • Investment Counseling
  • Retirement Income Analysis
  • Tax Efficiency Analysis
  • Estate Tax Analysis
  • Asset Protection Planning
  • Charitable Giving Strategies
  • College Funding Strategies
  • Fee Only Planning

 

How We Work

Flagship Wealth Advisors, LLC will work with you to become your financial resource, to help you navigate the waters in your financial life. Clients' financial needs, short- and long-term goals, and preferences for working with an advisor vary. So we offer both fee-based and independent financial planning services, which allows us to work in our client' best interests.

We pride ourselves on putting our clients' needs and goals first. Flagship Wealth Advisors, LLC, offers…

  • Confidential, interactive, personal relationships with our clients
  • Customized individual investment, wealth, and retirement planning
  • Managing investments and wealth with the end in mind -- your wealth needs.

Please Contact Us today to discuss what type of financial planning, financial advisor or wealth accumulation and management service might work best for you. There's no obligation, and we'd welcome the opportunity to talk with you. Email us or call toll-free at 1-800-631-9997.

 

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

Please Note: Flagship Wealth Advisors, LLC does not serve as an attorney or accountant. Flagship Wealth Advisors, LLC does not prepare estate planning documents of provide accounting services.

*AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY and DC

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