US|YOU

What matters most to us is that you achieve financial independence and the time and peace of mind to enjoy it.

Who We Are

Jordan Gentile



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Assistant Financial Advisor
Legacy & Growth Accounts, Retirement Plan Specialist

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About Us

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401K PLANS

Thinking Aloud Blog

Here’s a plus for passive investingover active: lower taxes. Taxes ...

Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
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