Doble LeBranti Financial Group, LLC

Financial ServicesMassachusetts, United States0-1 Employees

The team of professionals at Doble LeBranti Financial Group, LLC (“DLFG”) have offered independent, value-added financial advice to families and businesses for more than 15 years. Creative solutions and communication are the backbone of the DLFG process and client commitment. Their academic approach to investing allows them to better manage client emotions that can sometimes ruin a successful investment experience. The people of DLFG are passionate about three things: investment management, income planning for retirement, and an enjoyable client experience built on trust and mutual respect. To find out more about DLFG, email info@doblelebranti.com for a complimentary discussion of your goals and financial situation. Professional Services provided: Portfolio management, retirement income planning, and risk management Minimum Fee for Initial Meeting: None required Account minimum: Determined on a case-by-case basis (DLFG manages in excess of $750,000 for the typical family) Primary Custodian for Managed Assets: All transactions executed, cleared and settled through National Financial Services, a Fidelity Investments Company. Financial Services Experience: Dennis Doble, 15 years; Richard LeBranti, 15 years; Mihai Popa, 10 years; Jenna Mechaalani, 1 year Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Doble LeBranti Financial Group are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, IL, MA, MD, NC, NH, NJ, NV, NY, OR, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html.

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