Michael  Carbone,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Carbone, CFP®

CFA,

Financial Advisor

Eppolito Financial Strategies, LLC.

One Meeting House Rd Ste. 14
Chelmsford, MA 01824

Eppolito Financial Strategies, LLC.

One Meeting House Rd. Ste. 14
Chelmsford, MA 01824
FINANCIAL ADVISOR'S WEBSITE
(508) 498-9525
(978) 455-7799
CONNECT WITH Michael
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General

Michael Carbone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Eppolito Financial Strategies, LLC. in Chelmsford, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Eppolito Financial Strategies, LLC. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources