MANSFIELD, MA, USA, July 1, 2023/EINPresswire.com/ — Edward Kiernan IV, CPFA, a lifelong resident of Mansfield Massachusetts, has just lately grow to be an proprietor of Legacy Monetary Advisors Inc. a 49-year-old agency whose house base is in Westborough MA.
Edward and his spouse, Mary Ann, have 4 kids and spend their time in Mansfield sports activities and college actions.
Edward has been an affiliate at Legacy Monetary Advisors Inc. for 21 years and just lately grew to become one of many 5 house owners.
“Ed has been a giant a part of the expansion of our agency over time and we’re joyful to have him on the possession facet as effectively.” Mentioned founder Paul J. Mauro CLU, ChFC® & President of Legacy Monetary Advisors, Inc.
Legacy Monetary Advisors Inc is each an funding agency and a monetary recommendation agency with roots going again to 1974.
Paul and Linda Mauro of Bolton MA started the agency, and it has grown to over 1 billion {dollars} in property.
Ed has been very efficient in serving to purchasers of all walks of life obtain their monetary objectives from the fundamentals of saving and investing, managing IRA and 401K’s in addition to superior wealth administration with trusts and tax planning.
Ed graduated from Mansfield Highschool in 1995 and obtained his licensed fiduciary designation (CPFA) in 2020 and manages the accounts of quite a few 401K contributors in addition to particular person buyers.
“Mansfield is the city I grew up in and that is the place I wished to lift my household. Mary and I are concerned in not solely sports activities, but in addition fundraising for college lunch packages. I’ve been related since 2002 with Paul and Linda Mauro and that is the subsequent step of my profession in finance. I’m proud to step into the management function and information the agency to the subsequent 49 years of development and repair to the group.”
Ed is now a member of the administration workforce that has places of work from Bangor Maine to Florida and representatives up and down the east coast to serve their purchasers. Ed usually sees purchasers on the workplace Legacy maintains on Forbes Highway in Mansfield in addition to all around the nation.
If you happen to occur to run into Ed and his household make sure to congratulate them on this achievement.
To talk to Ed Kiernan personally, contact Legacy Monetary Advisors, Inc. At 800-427-9781.
For profession alternatives contact Cathy Portanova, at 800-427-9781 or by e-mail cportanova@LFSadvisors.com
1500 West Park Drive – Suite 100 – Westborough, MA 01581 – Telephone: 800-427-9784 – Fax 508-366-1711
Securities and Advisory Providers supplied by SagePoint Monetary, Inc., Member FINRA/SIPC Registered Funding Advisors. Legacy Monetary Advisors, Inc. just isn’t affiliated with SagePoint Monetary, Inc.
Cathy Portanova
Legacy Monetary Advisors, Inc
+1 800-427-9781
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Rajneesh Singh is a journalist at Asian News, specializing in entertainment, culture, international affairs, and financial technology. With a keen eye for the latest trends and developments, he delivers fresh, insightful perspectives to his audience. Rajneesh’s passion for storytelling and thorough reporting has established him as a trusted voice in the industry.