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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
  • What Happened to Your Money?
    If you don't know what happened to your money during the past year, it's time to find out. December and January are the perfect months to look back at what you earned,
  • Hybrid Funds: Balanced, Lifestyle, or Target?
    Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only portfolio
  • Reviewing Your Estate Plan
    An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance
  • Should I consider requesting a deferment or forbearance for my federal student loans?
    Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are not alone. According to the Federal
  • Are my student loans eligible for public service loan forgiveness?
    If you are employed by a government or not-for-profit organization, you may be able to receive loan forgiveness under the Public Service Loan
    
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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.