Jeffrey R. Prunier,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey R. Prunier, CFP®

J. R. Prunier Capital Management LLC

4 Boyden Rd.
Holden, MA 01520
FINANCIAL ADVISOR'S WEBSITE
(508) 756-8080

General

Jeffrey Prunier is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at J. R. Prunier Capital Management LLC in Holden, MA and the surrounding communities.

Financial Advisor Overview

I help clients live passionately by investing purposefully - to help themselves, help their families, and help their communities. Let's discover what you want out of life and build a plan to accomplish it.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFP

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households

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Helpful Financial Planning Resources