CFP®, CLU®, ChFC®, AIF®
Boston Retirement Advisors
Fee-Only Financial Advisor located in Salem, NH and serving clients nation-wide.
Paul is a member of NAPFA (National Association of Personal Financial Advisors), the primary professional organization for financial planners who are “Fee Only” Advisors. NAPFA has received the support of the AARP, the Consumer Federation of America, and several state regulators for its efforts on disclosure issues.
Paul Pignone is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Our Financial Planning and Advisory services are client-centered and comprehensive to individuals who appreciate the attention to detail and the disciplined approach we bring to managing their assets. We believe that investing is an integral part of Financial Planning. We understand that Financial Planning and investment management are lifelong endeavors as contrasted with one-time engagements. Long term relationships are important to us and we strive to continually understand our clients’ financial concerns and objectives. We work with clients who welcome time as an ally and patience as a virtue in building their investment portfolios. As an independent “Fee-Only” advisory firm, we have no outside entity to unduly influence our client advice, and therefore rely only on our best research, judgment and experience.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Paul Pignone is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Paul Pignone is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Paul Pignone is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Paul Pignone is a Chartered Life Underwriter® (CLU®)
A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
Paul Pignone is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Contact Paul Pignone
27499 Riverview Center Boulevard -Suite 123
Bonita Springs, FL 34136
720 Goose Lane
Guilford, CT 06437-2111
400 Trade Center - Suite 5900
Woburn, MA 01801
85 Stiles Road
Salem, NH 03079