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617-696-4345
978-772-1400
info@mainsailadvisorgroup.com
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CINDY COUPAL


WEALTH MANAGEMENT COORDINATOR


941-770-6263


CINDY@MAINSAILADVISORGROUP.COM



Cindy is a Wealth Management Coordinator at Mainsail Advisor Group, LLC.  She
joined the firm in 2012, bringing over 30 years of business experience to the
practice. On a day-to-day basis, Cindy focuses on client service.  Her
responsibilities include guiding the wealth management operations including
marketing, client services, establishing and maintaining client accounts and
information systems, internal reporting, and is a liaison between Avantax and
our clients.

Cindy holds a Bachelor of Science degree in Business Management from Fitchburg
University. She is a lifelong resident of Massachusetts recently moved to
Florida. She enjoys spending time with her family.









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


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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
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regarding your individual situation. Some of this material was developed and
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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.