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Helping anchor your wealth and guide your course.

40 Beach Street, Suite 202
Manchester by-the-Sea, MA 01944
Phone:
  • 978-525-5562
Fax:
  • 978-525-5580

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Please feel free to contact us with any questions.

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           David Lee     Lystra Khan   ​  John Carroll, CFP®      Dan Bukkhegyi     Lesley Dever     Joel Dubé

 

 

 

 

 

 

 

 

 

 

 

 

The B.C. Group of Wells Fargo Advisors

 

For over 20 years, members of The B.C. Group of Wells Fargo Advisors have worked together to provide investment planning and a customized approach to investment strategies.  As a wealth management team we work with our clients to holistically develop clear objectives that reflect their lifestyle, expectations, needs and aspirations. We believe that fostering long term relationships based on trust and transparency are essential in our mission to create successful financial futures.  Our goal is to relieve the stress of financial complexities and create a plan to help you attain your financial objectives, so you are free to focus on pursuing your goals in life.

Being affiliated with Wells Fargo Advisors enables us to offer you one of the broadest ranges of financial products and services available; backed by their decades of service and customer commitment.

As a Wells Fargo Advisors client, you have access to banking services, including securities-based lines of credit, residential mortgages, home equity financing, credit cards and small-business financing through affiliates of Wells Fargo
 

Please feel free to contact us at (978) 525-5562 if you have questions or concerns.

 

 

Lending and other banking services available through the Lending & Banking Services Group of Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801) Member FDIC; Wells Fargo Home Mortgage and Wells Fargo Equipment Finance, Inc. All loans and lines of credit are subject to credit approval, verification and collateral evaluation. Initial credit decision is subject to your meeting specific underwriting requirements, and final approval will be based upon your satisfying these requirements. Certain restrictions apply. Programs, rates, terms and conditions are subject to change without advance notice. Products are not available in all states. Licensed by New Hampshire banking department. Financial Advisor NMLS 893097.

 

 

 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals