Check the background of this financial professional on FINRA's BrokerCheck.
Welcome to P & L Financial Company

Meeting Expectations
for Financial Success

P & L Financial Company is an independent wealth management, financial services organization dedicated to serving the financial needs of individuals and business owners.

"Our mission is to help our clients define and achieve their life goals. We accomplish this by creating and executing a well-crafted comprehensive financial strategy that has been specifically tailored to meet our clients' needs."
Latest Video Client Alert
Newsletters
  • Do Millennials Need Life Insurance?
    The financial challenges millennials face can be overwhelming. Many young adults have to figure out how to pay off college loans, save to buy a home or start a family,
  • Five Retirement Lessons from Today's Retirees
    Each year for its Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) surveys 1,000 workers and 1,000 retirees to assess how confident
  • Social Security: Shoring Up America's Safety Net
    Ever since a legal secretary named Ida May Fuller received the first Social Security retirement check in 1940, Americans have been counting on Social Security to provide
  • When should I file the FAFSA?
    The FAFSA, which stands for Free Application for Federal Student Aid, is the federal government's financial aid application. The FAFSA is a prerequisite for federal
  • How can I teach my high school student the importance of financial literacy?
    Even though your child is just in high school, he or she may still have to deal with certain financial challenges. Whether this involves saving for
    
PreviousNext
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  
 
 
 
© 2012 P&L Financial Company. All Rights Reserved.
Privacy Policy: P&L Financial Company respects our customers' right to Privacy.
We do not sell, trade or rent your personal information to others.


This communication is strictly intended for individuals residing in the state(s) of MA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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