General Info

The principal of our team is Kenneth P. Posco. He has over 35 years experience in investment management, financial planning, and tax preparation and planning. He has a bachelor degree in accounting, and a Masters in taxation degree both from Bentley University. He recognized the need for Investment & Financial planning 35 years ago, and became a Certified Financial Planner in 1981. His certification number is 556 out of over 75,000 Certified Financial Planners throughout the world. He witnessed significant changes in the business in that timeframe, which gave him the experience to analyze investments in an objective manner. The team is dedicated to serving each client with the utmost respect and integrity.