Paul Pignone


Boston Retirement Advisors

Financial Advisor

Paul Pignone


Boston Retirement Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Paul Pignone, CFP®, CLU®, ChFC®, AIF®


    Fee-Only Financial Advisor located in Salem, NH and serving clients nation-wide.

    Paul Pignone is a Bonita Springs, FL fee-only financial planner. Boston Retirement Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Paul Pignone is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
    Paul Pignone has been a lifelong resident of New England and formed Boston Financial Services in 1982.  Paul possesses the prestigious professional credentials of Certified Financial Planner (CFP)®, Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary (AIF)®, Certified Senior Advisor (CSA)®.  These credentials assure his clients of the highest level of professionalism and indicate a dedication to the profession of Investment & Retirement Planning.

    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
    Advisory firm with over 30 years of experience, with our main location in Salem, New Hampshire.  We assist our clients with the creation and preservation of wealth strategies by custom tailored and individually managed portfolios which are unique to their risk/return profile and investment time horizon.  We develop comprehensive Financial Plans and specialize in Retirement Planning.  As a “Fee-Only” firm, we sell no products nor receive any commissions or referral fees from any non-client source.  We are paid entirely by our clients thus avoiding a conflict of interest.  Quarterly meetings are encouraged to assure recommendations are implemented and adjustments are made to help meet our clients’ financial objectives.  Boston Retirement Advisors, LLC has clients in over 15 states, with additional office locations in Bonita Springs, Florida, Connecticut and Honolulu, Hawaii.
    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

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    • National Association of Personal Financial Advisors (NAPFA)
      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.

    • Certified Financial Planner (CFP)
      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.

    • ChFC - Chartered Financial Consultant
      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.

    • CLU - Chartered Life Underwriter
      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.

    • Accredited Investment Fiduciary®
      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

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    Office Locations:

    • 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
      Suite 202
      Salem, NH 03079

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