News Release: 1/10/2019
Arlington Investment Advisors Launches as “Neighborhood Financial Advisor”
Investment Advisor Sets Up Shop in Arlington, MA to Help Make 2019 Your Best Financial Year
ARLINGTON, MA, Arlington Investment Advisors https://arlingtoninvest.com/ is excited to announce the launch of its Financial Planning and Investment Advisory Business.
Led by Michael Stern, formerly a financial consultant with Merrill Lynch, Arlington Investment Advisors looks to assist Arlington, MA residents and small business owners with their retirement, college savings, and wealth management needs.
Stern will also be teaching a new course through Arlington Community Education http://www.
Operating from Workbar, Arlington's hip co-working space on Mass. Ave., Arlington Investment Advisors offers a free, no-obligation meeting to learn more about a prospective client's financial goals.
A 20-year resident of Arlington, Stern has two children in Arlington schools, is a Town Meeting Member, and a member of the Arlington Chamber of Commerce. Stern believes Arlington residents will benefit from having a community member act as their trusted financial advisor.
"We think the time is ripe for an Arlington advisor who is really focused on the client," added Stern. "When you work with stock brokers and insurance advisors, you tend to find someone who is mostly interested in selling commissioned products. When you work with the big mutual fund companies, they tend to sell funds that under perform the market averages, and have high management fees.”
Stern's "Navigating the Stock Market" course at Arlington Community Education is designed to empower individual investors to make educated and informed investment decisions: how to allocate assets, choose equity ETFs, pick new stocks, and manage a portfolio.
More information about "Navigating the Stock Market" can be found here: https://register.
To see the full press release, click here: https://www.prweb.com/