Stoddard Financial, LLC

Financial ServicesMassachusetts, United States2-10 Employees

Founded in 2004 by Kevin Stoddard, Stoddard Financial, LLC has created a community of exceptional clients with strong values and a passion for the important things in life. We provide comprehensive wealth management for a select group of individuals throughout New England with a particular passion for helping blue-collar workers create the financial future they deserve. We work exclusively with retirees and pre-retirees who have investable assets of greater than $500,000 and know that there is more to life than money.

Stoddard Financial’s comprehensive approach, encompassing the “four pillars” of wealth management, provides a customized financial strategy for our clients, allowing them to enjoy their retirement years without the worry of financial planning.

Stoddard Financial helps clients identify, plan, and execute strategies designed for securing their desired financial future. The planning process begins by helping clients maximize their corporate benefits to leverage their potential retirement income. Then, helping clients transition income sources with tax efficiency, managing assets to suit their risk preferences, and coordinating with tax and estate planning professionals.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer, Member FINRA finra.org /Member SIPC sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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