Dolores  Kong,  CFP<sup>&reg;</sup> - Financial Advisor

Dolores Kong, CFP®

EA

Senior Vice President

Winslow, Evans & Crocker, Inc.

175 Federal St
Boston, MA 02110
(800) 556-8600
(617) 896-3573

General

Dolores Kong is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Winslow, Evans & Crocker, Inc. in Boston, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

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

Insurance Licenses

  • Life insurance: Massachusetts
  • Health/disability insurance: Massachusetts
  • Fixed annuities: Massachusetts
  • Variable annuities: Massachusetts

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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