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 Paul is president of Kennebunk Financial Services
and has been assisting clients with their finances since 1985. He holds a Master’s degree in Financial Planning from the College for Financial Planning in Denver, CO as well as the professional designations of CFP® (CERTIFIED FINANCIAL PLANNER™ professional), CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant). His areas of specialization are investment management, retirement and estate planning and tax reduction strategies. Paul is a published author and a regular contributor to the Maine Lawyer’s Review. He is a member of Kennebunk Rotary, has served on the board of the York County United Way, is a music minister at St. Martha Church in Kennebunk and is a member of the Arundel Budget Committee.
E-mail:
Phone: 207-985-8300
Toll-free: 877-848-9653
NOTICE regarding entry of orders: DO NOT place orders to buy or
sell securities via e-mail or voice mail. This and all other
time sensitive requests should be placed directly with your LPL
Representative at (207)985-8300.
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Securities & Insurance Products are offered through LPL Financial, and it's affiliates, Member FINRA/SIPC. Kennebunk Financial Services and Kennebunk Savings Bank are not affiliated with LPL Financial. These products are not a deposit, are not FDIC insured, not insured by any federal government agency, not guaranteed by the bank or any affiliate, and may be subject to investment risk, including possible loss of value.
LPL Financial Corp (LPL) is the nation’s number one
independent broker/dealer based on total revenues*, with over 900 staff members
headquartered in Boston and San Diego. LPL has over 5,100
investment professionals located in offices and financial
institutions throughout the United States and has custodied
assets in excess of $65 billion.
*As reported in Financial Planning magazine, June 1996-2007, based on total revenues. |
