.jpg)
Greg WallingfordFinancial Consultant
Phone: (978) 977-4757
Greg is the Pension Plan Administrator for New England Schooner, Inc. NES uses today’s high tech/touch solutions to employers/employees retirement planning needs and specializes in providing tax savings by leveraging assets of individuals and businesses, with an emphasis on tax-qualified retirement, and nonqualified executive compensation arrangements. Greg has over 14 years experience in the Qualified Plan market. He is a Registered Representative with Royal Alliance Associates, Inc. He holds a Series 7, Series 63 registrations, and is a licensed Life and Variable Agent in the state of Massachusetts and California. He lives in Hingham, Massachusetts with his wife Stacey and two children Lillyan and John.
 About Us
|
||
|
SECURITIES OFFERED THROUGH ROYAL ALLIANCE ASSOCIATES, INC. MEMBER FINRA/SIPC Presented to 7% of wealth managers with five years of experience in the financial services industry. The final list identifies the wealth managers, of those evaluated, in the local market that score highest in client satisfaction. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. Details of the award can be viewed at www.fivestarprofessional.com/wmresearch. Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client's evaluation. |
||