What Sets Us Apart:
Authentic Relationships:
We prioritize genuine connections. You'll know our names, and we'll know yours. No call centers, just personalized service.
Life-Centric Planning:
We help you create a flexible financial framework that addresses both your current needs and future goals, allowing for adjustments as life unfolds.
Personalized Understanding:
We take the time to truly understand your individual needs, desires, and circumstances, ensuring our guidance is tailored to your unique situation.
Integrity and Heart:
Rooted in the vision of our founder, Vin Cantella, we uphold the values of dedication, entrepreneurial spirit, service, integrity, and professionalism – all within a family-based culture.
We are dedicated to helping you navigate your financial journey with confidence and clarity. We believe financial freedom empowers you to live a fulfilling life, both now and in the future. We're not just your financial advisors; we're your advocates and trusted guides. We believe in exceeding expectations and providing a service that is truly exceptional. We believe in educating you, not just talking at you. We prioritize transparency and want to empower you with the tools and knowledge to understand your financial situation. We approach this with a human touch, making the process approachable, if not enjoyable. We are committed to our clients and don’t believe you’ll find another team with the unique combination of integrity, innovation, and heart who will work harder for you.
Technology That Empowers, Not Replaces
We believe technology should enhance your understanding and control, not replace the personal connection you have with your advisor. That's why we have access to powerful tools to provide you with complete transparency into your investments and financial plan. You'll be able to create a consolidated view of your financial picture, including outside holdings, budget and spending, mortgages, insurance policies, and a secure document vault for essential legal documents like wills, trusts, health proxies, and powers of attorney. You can also explore various "what-if" scenarios, such as the impact of extending your retirement age or increasing your monthly retirement contributions, as well as analyze your budget and identify opportunities for small adjustments that could potentially make a big difference.
We understand that navigating new technology can be daunting. That's why we're here to help walk you through how to use this tool if it is something you’d like to do. Our goal is to empower you with the information, education, and tools you need to make informed decisions, while maintaining the personal relationship and guidance you value. We believe technology should work for you, not the other way around.
It Starts With You
We believe financial success is deeply personal. Our process begins by understanding your unique goals and aspirations. We work with you to develop a tailored financial roadmap that evolves alongside your life's journey and can provide a range of services designed to empower you to achieve financial security and clarity. These can include:
Personalized Financial Planning:
Creating adaptable strategies for your financial future, including retirement, education, and debt management
Strategic Investment Management:
Building and managing portfolios aligned with your risk tolerance and goals
Retirement Planning:
Designing strategies to ensure a comfortable and secure retirement
Risk Management & Protection:
Assessing and mitigating financial risks through insurance and other strategies
Estate & Tax Planning:
Planning for wealth transfer and minimizing tax liabilities
Financial Organization & Education:
Helping you organize and simplify your financial life, budget effectively, and make informed decisions
Specialized Expertise:
Tailored services for high-net-worth individuals, business owners, and specific investment strategies
Experience a financial partnership built around you. Contact us today at 800-335-9156 or clientservices@cantella.com to begin your journey.
389 Main Street, Suite 101
Malden, Massachusetts 02148
Main Phone: 800-333-3502
Advisor Recruits: 800-653-0391
Clients: 800-335-9156
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Cantella. Cantella is owned and operated by Cambridge and its affiliates.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all of the securities, products, or services mentioned are available in every state or jurisdiction.
The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the website(s) you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.
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