Blue Hills Wealth Management

Financial Services - , ,

Blue Hills Wealth Management Employees
Joe Shadduck

financial adviser, owner, cluA , chfcA , cltcA , aifA

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Dan Romaine

Financial Adviser, President

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Sue Romaine

Client Service Manager

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Sara Romaine

Financial Advisor*, CERTIFIED FINANCIAL PLANNER™, Certified College Funding Specialist™

Contact Sara Romaine

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Blue Hills Wealth Management Senior Management
Joe Shadduck

financial adviser, owner, cluA , chfcA , cltcA , aifA

Contact Joe Shadduck

Contact All Blue Hills Wealth Management Employees
Blue Hills Wealth Management Details

Plan Confidently. Live Comfortably.BHWM provides solutions for those who are faced with life events that affect their finances. What are these life events? Well, they could be:Retirement, Employment, Education, Family Care, Health Concerns, Selling/Buying a House, Saving/Debt... Or maybe you are just simply overwhelmed with the complexity of your finances.You want to make sure you are doing it right and with 30+ years of experience, big firm resources and a small firm feel, our advisors aim to help. We strive to bring simplicity to any financial life event. We aim to forge an honest partnership committed to giving you a plan that will make you feel confident about your financial future.This communication is strictly intended for individuals residing in the states of AZ,CA,CT,FL,HI,IL,MA,MD,ME,NC,NH,NY,PA,RI,SC,TN,VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network, member FINRA.org/SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered by Blue Hills Wealth Management are separate an unrelated to Commonwealth. Blue Hills Wealth Management, 300 Crown Colony Dr, Quincy, MA 02169, 617.471.6800 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

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Employees: 1 - 10
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