8 Lake Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Carl began his career with Equitable Life of NY. Shortly thereafter he added his securities licenses. After a stint with American Mutual Insurance Co. of Wakefield, MA, he became an independent representative and headed up Travers Financial Services. Since that time he has helped clients with their life insurance, retirement and planning needs at 511 Financial. Carl is a registered representative of The Investment Center, Inc.; a growing and successful broker-dealer founded over 30 years ago.
Carl has previously held a number Board of Directors positions with organizations such as the Webster-Dudley Chamber of Commerce, Webster-Dudley Rotary Club, the United Way, Professional Insurance Agents of New England, The Gift of Life New England , and South Charlton Reservoir Association.
Carl graduated cum laude from the U. Mass Amherst. He has previously instructed insurance and securities licensing educational programs. In his spare time Carl enjoys travel, boating, fishing, and time at the lake with his wife Annie.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.