Joseph S. Bouffard
Credentialed Holistic Financial Coach | More Wealth & Less Taxes | Advocate for Financial Literacy
- Role
- Financial Advisor at Equitable Advisors
- Location
- Woodbridge, NJ, US
- LinkedIn followers
- 500 followers
About Joseph S. Bouffard
Our mission is to help our clients accumulate, protect, and distribute their wealth throughout their life time via a holistic planning approach. We are able to serve all of our clients financial needs including asset management, retirement and estate planning strategies, life insurance, long term care and disability insurance, business planning and employee benefits. My team and I pride ourselves on creating an exceptional client experience by understanding your unique situation, educating you on potential options, and tracking your progress to pivot your overall strategy in an ever changing world.Each financial strategy is customized based on our client\'s needs and goals and presented via products or services from hundreds of our investment and insurance partners.Why clients decide to work with my team- Registered Investment Advisor- Holistic planning approach- Personalize portfolio management with institutional expertise- Frequent review meetingsYou can learn more about our team by emailing j•••••••@richplanninggroup.com or calling 73••••••23
Experience
Financial Advisor
Sep 2020 — Present · Woodbridge, NJ, US
Education
Drew University
Bachelor of Arts - BA, Psychology, Philosophy
2015 — 2019
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