Investment Advisor: ACERRA & ASSOCIATES
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Company: ACERRA & ASSOCIATES
Contact: Stephen M. Acerra, Jr., BBA, JD, AIF
75 Adams St.
Milton, Massachusetts, 02186
Phone: (617) 737-7300
Fax:
(617) 737-7330
Website: http://www.acerra-financial.com
Retirement Planning; Tax Planning; Portfolio Management; Risk Management.
Over 25 years of experience as legal, tax and financial counsel to individuals, families, professional practices & business owners. Office locations in Boston, Milton & Hyannis.
Serves Counties: Barnstable (MA), Middlesex (MA), Norfolk (MA), Plymouth (MA), Suffolk (MA)
License #: 2054637; SEC#8-28980
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 21-25 Years
Designations: BBA; JD; AIF
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $250,000
License Type: Series 7,Series 24,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Securities offered through Securities Service Network, Inc., Member FINRA, SIPC. Planning & Advisory Services offered through SSN Advisory, Inc., an SEC Registered Investment Advisor.
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