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About Financial Priorities

Financial Priorities™ provides comprehensive financial planning services to our clients, including:

Financial Planning Services - We design financial strategies and assist in making planning decisions that will help you achieve your goals.
Asset Management Services - Financial Priorities™ offers a unique combination of service professionals, investment managers and accountants to keep
watch over your investments.
Employee Benefit Services - Financial Priorities™ provides qualified pension plan accounting and tax services to all types of businesses.
Insurance Services - Our advisors can help you make the right decisions about life, disability and long-term care and property/casualty insurance, plus group plans and annuity products.
Retirement Planning Services - We can help you manage all of the variables associated with smart planning for the future.

INVEST Financial Corporation or Financial Priorities™ does not offer tax advice. Tax services are provided by Wayne E. Cook through WEC Associates.

About Us

Three locations:

350 Park Street Suite 107 South
North Reading Ma 01864
Ph: 978-664-3533

78 Rosewood Dr
Waltham MA 02452
Ph: 781-373-1467

2 Newell Hill Road
Sterling, MA 01564
Ph: 978-422-7126

INVEST FINANCIAL
CORPORATION'S PRIVACY POLICY

Registered Representatives of INVEST FINANCIAL CORPORATION (INVEST), member FINRA, SIPC, a registered broker dealer, is not affiliated with Your Financial Prorities or WEC Associates. Securities and insurance products are offered through INVEST and affiliated insurance agencies.

Important Customer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or a IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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