Greg McLaughlin MS, CFP®, BFA ™, AIF® publishes first book
Retirement Planning Simplified: Your Guide to Lasting Wealth and Wellness
By Greg McLaughlin MS, CFP®, BFA ™, AIF®
Gregory Fortier, CFA featured in the digital journal
Has technology depersonalized wealth management? A perspective from Greg Fortier of Centinel Financial Group
By Jon Stojan
Gregory J. McLaughlin, MS, CFP®, AIF®, joins Chris Brodhead, MBA, in this episode of Ultra High Net Worth Clients
Episode #78 Strategic Client Segmentation
Hosted by Chris Broadhead, MBA
2024 NAIFA Massachusetts 4 under 40 awardee- Tony Dichiara
Advisor Today - October 8, 2024
The 4 Under 40 Award is issued by the National Association of Insurance and Financial Advisors (NAIFA). The recipients are recognized for achieving excellence in their profession by or before the age of 40 and by their commitment to their community, family and team. The financial professional did not pay a fee for this award and clients were not consulted for this award. The NAIFA Iowa State Board votes for the winners. For more information please visit https://ia.naifa.org/ Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
annual golf outing in support of the massachusetts soilders legacy fund
LinkedIn - September 12, 2024
Amy Doherty Recognized for Exceptional Charitable Work by Invest in Others
Yahoo Finance - December 15, 2021
