Achieving your goals It starts with insightful advice
Robert James Morin, CFP®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
413-785-4933
One Monarch Place
Suite 1400
Springfield, MA 01144
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
My perspectives
Insights