Gregory Marchand

With over 35 years of dedicated experience in the financial industry, I've made it my mission to empower individuals and families with the knowledge and tools they need to achieve their financial goals. As a Chartered Life Underwriter (CLU), Retirement Income Certified Planner (RICP), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP), I bring a comprehensive and highly credentialed approach to wealth management, tax strategy, retirement planning, and financial education. My passion for these areas drives me to educate as many people as possible, helping clients build confidence and develop elective strategies for their financial futures. Beyond the office, I cherish spending time with my wonderful wife, Laura, our three boys, and our three delightful granddaughters. Family is at the heart of everything I do, and it’s a privilege to extend that sense of care and dedication to the 400 families I currently serve. Whether you’re planning for retirement, navigating complex financial decisions, or simply looking to gain a better understanding of your financial landscape, I’m here to guide you every step of the way. Based in Massachusetts and Florida, I’m excited to help you achieve financial clarity and confidence.