Ted Ciolkosz

Independent, fee-based financial planner with a fiduciary responsibility to my clients. My fee-based asset management program utilizes Fidelity Investments as the custodian for my clients' assets which offers SIPC protection. Goal oriented clients are ideal.

Website

(781) 826-1235 x 16 / 9 a.m. -

Specialties

401K Consulting 403B Plans Annuities & Life Insurance Asset Protection Business Planning Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Disability Income & Long Term Care Insurance Estate Planning Family Financial Planning Fee Only Fiduciary Independent Investment Advisor Investment Consulting Investment Policy Statements Investment Services IRA Mutual Funds Passive Investment Strategies Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Stocks Synergistic Portfolio Planning Wealth Management Women's Issues Young Investors

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Ted Ciolkosz / Financial Advisor in Hanover, Massachusetts

Specialties