Daniel Romaine

Client Review Meeting (60 min)

Comprehensive review of your financial plan and investments, aligning with any updates in your life or goals.

1 hour
Daniel Romaine

Client Review Meeting (60 min)

Comprehensive review of your financial plan and investments, aligning with any updates in your life or goals.

1 hour

Blue Hills Wealth Management | 36 Cordage Park Circle, Suite 328 Plymouth, MA | 617-471-6800 | www.BlueHillsWM.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.