CALIFORNIA CONSUMER

Simple. To maintain customers, for life. Our business has been built upon referrals from friends, business associates, and most importantly, our current clients. As such, our main goal is do the right thing for each client as an individual. Whether you are knowledgeable in financial investments or if you are just a beginner, we will make every effort to ensure that you understand all aspects of the investments you wish to pursue. By educating you about the financial process, we hope to empower you and increase the comfort level you have with your financial position. It's all about quality of life, and we hope to assist you in reaching your financial goals... Since 1976, Alan K. Modest and Associates has specialized in Insurance and Investment Planning within the Financial Industry. Today, our services extend to include many additional aspects of investment planning, with over 29 years of related business experience at your service... Our first priority is your helping you take care..

Primary location: Framingham United States