Linden Financial Group Employee Directory
Financial ServicesMassachusetts, United States2-10 Employees
Linden Financial Group operates as an independent financial planning firm serving individuals, families, and business owners. It pursues a comprehensive, integrated approach to planning, helping clients define a vision of financial freedom and set goals that are aligned with their circumstances, leading to a personalized, long-range plan. The principal, Charlene K. Dolan, holds CFP certification, Accredited Investment Fiduciary designation, and serves as a General Securities Representative. Securities are offered through Raymond James Financial Services, Inc., a FINRA/SIPC member, while investment advisory services are provided through Raymond James Financial Services Advisors, Inc.; Linden Financial Group remains independent of Raymond James as a non-broker-dealer. Based in Amesbury, Massachusetts, the firm operates with a small team focused on its local market.