Caroline Stanton

Registered Representative at Comprehensive Strategies | Wealth Management powered by Ameriprise Financial

Role: Registered Representative at Comprehensive Strategies Wealth Management Consultants
Location: Boston, MA, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Caroline Stanton

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Experience

Registered Representative
Comprehensive Strategies Wealth Management Consultants
Jan 2020 — Present · Sandwich, MA, US

Skills

First Aid
Leadership
Social Media
Microsoft Word
Telephone Skills
Teamwork
Classroom
Community Outreach
Fundraising
Time Management
Cpr Certified
Event Planning
Microsoft Office
Lesson Planning
Powerpoint
Microsoft Excel
Sports
Public Speaking
Data Entry
Special Education
Microsoft Powerpoint
Research
Critical Thinking

Contact information

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Work email
•••••@comprehensive-strategies.com
Personal email
•••••@•••••.com
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Current company

Comprehensive Strategies Wealth Management Consultants

Financial Services · 5 employees · Founded 1999 · Sandwich, Massachusetts, United States

We partner together closely with our clients and use our collective wisdom to create individual and well-thought-out financial strategies designed to help enable growth and protection of wealth. Our personalized service and dedicated team approach nurtures long-lasting relationships that have spanned generations. You can also expect us to help add discipline and objectivity to your financial plan. Whether it\'s estimating the cost of a college education, determining how much you\'ll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future. We will work with you to understand your specific financial goals, risk tolerance, time horizon and investment preferences. Based on that understanding, we can- Develop an integrated, personalized investment program based on your financial goals- Provide investments that match your objectives and suggest an appropriate asset mix for your portfolio- Diversify your assets to properly balance risk and enhance return potential- Manage the impact of taxes and inflation on your investments- Rebalance your investments periodically to maintain your desired asset allocation- Review regular, detailed reporting on your portfolio\'s activity and performance. Securities and Advisory Services Offered through Cetera Advisors LLC, Member FINRA/SIPC a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other entity.

comprehensive-strategies.com

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