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Submitted URL: http://mainsailadvisorgroup.com/
Effective URL: https://www.mainsailadvisorgroup.com/
Submission: On August 15 via api from US — Scanned from DE
Effective URL: https://www.mainsailadvisorgroup.com/
Submission: On August 15 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
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</form>Text Content
617-696-4345 978-772-1400 info@mainsailadvisorgroup.com Client Logins Menu * Home * Blog * About * Our Purpose & Values * Our History & People * Services * The Mainsail Difference * Our Process * Our Solutions * Resources * Client Logins * Useful Links * Privacy Policy * Insights * Retirement * Estate * Investment * Insurance * Tax * Money * Lifestyle * Tools * Glossary * Tax Resources * Contact Client Logins NAVIGATING YOU TOWARD YOUR PURPOSE Mainsail Advisor Group, LLC. NAVIGATING YOU TOWARD YOUR PURPOSE Mainsail Advisor Group, LLC. NAVIGATING YOU TOWARD YOUR PURPOSE Mainsail Advisor Group, LLC. NAVIGATING YOU TOWARD YOUR PURPOSE Mainsail Advisor Group, LLC. NAVIGATING YOU TOWARD YOUR PURPOSE Mainsail Advisor Group, LLC. WE ARE MAINSAIL ADVISOR GROUP, LLC FOR CLOSE TO 20 YEARS, MAINSAIL ADVISOR GROUP, LLC HAS BEEN A HOLISTIC WEALTH MANAGEMENT FIRM THAT ENABLES CLIENTS TO LIVE INTENTIONAL LIVES THROUGH TAX-EFFICIENT FINANCIAL PLANNING. IN REVIEWING OUR WEBSITE AND MEETING WITH OUR TEAM, WE HOPE THAT YOU COME TO UNDERSTAND THAT OUR FIRM’S PURPOSE AND VALUES ARE MORE THAN JUST WORDS ON A WEB PAGE. THEY ARE THE FOUNDATION OF OUR MORAL COMPASS, AND ARE ILLUSTRATED DAILY THROUGH OUR DEDICATION TO OUR CLIENTS, PARTNERSHIPS AND THE COMMUNITIES WE SERVE. IF YOU FEEL COMPELLED BY WHAT YOU’VE READ, WE ENCOURAGE YOU REACH OUT TO ONE OF OUR LOCATIONS OR COMPLETE THE CONTACT FORM BELOW. GROW YOUR FINANCES. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you. Learn more FINANCIAL ADVICE SHOULDN'T BE COMPLICATED. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals. Learn more OUR TEAM DAVID ALEXANDER* CPA/PFS, MST, CFP® Financial Advisor 978-772-1400 dave@mainsailadvisorgroup.com FADI KHOURY* MBA, CRC Financial Advisor 857-523-1903 617-764-5776 fadi.khoury@mainsailadvisorgroup.com CINDY COUPAL Wealth Management Coordinator 941-770-6263 cindy@mainsailadvisorgroup.com ROBERT M. JESSON, CPA, MST robert@mainsailadvisorgroup.com MICHAEL SHERIDAN Financial Advisor 617-702-6969 617-764-5776 michael.sheridan@mainsailadvisorgroup.com HAVE A QUESTION? Name Email Address Phone Question Send Thank you! Oops! WE’D LOVE TO HEAR FROM YOU! CONTACT US CONTACT Office: 617-696-4345 Office: 941-770-6263 Mobile: 857-523-1903 667 Somerville Ave Somerville, MA 02143 284 Ayer Road Harvard MA 01451 info@mainsailadvisorgroup.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. *Disclosure: Asset Allocation/Diversification of your overall investment portfolio does not assure a profit or protect against a loss in declining markets. Promised Funds™ is a trademark owned by Mainsail Advisor Group, LLC.