IA Financial Advisors

IA Financial Advisors
Business Name: IA Financial Advisors
Business Classification:
Business Address: IA Financial Advisors
800 Main Street
Holden, MA 01520
Short Business Description: IA Financial Advisors where professional financial planning is as personal for us as you.
Business Description:

Financial services are deeply personal. As  financial professionals we understand. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can you better prepare for the future. With many years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Devotion to clients is personal for us as much as professional. We work closely with each client to develop long-term relationships and help all of them grow more than just financially during their retirement.

Graham is a graduate of Villanova University, with a master’s degree from Rutgers University. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) from the College for Financial Planning in Denver, Colorado, and a Chartered Financial Consultant® (ChFC®) from the American College in Bryn Mawr, Pennsylvania.

In our greater mission Graham has given numerous educational seminars on investments, retirement planning and estate planning to both individual and corporate audiences. I am affiliated with Cetera Advisors LLC, which helps independent financial professional firms like IA Financial Advisors grow and serve clients better.

Representative: Graham Merk
Business Website Address: IA Financial Advisors
Business Phone Number: 774-345-4044
Business Fax: 774-345-4067