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Personal, Friendly, Invested

As New England’s premier financial planning firm, we help individuals, families and businesses reach their full financial potential - one custom strategy at a time.

An investment in knowledge pays the best interest. –Benjamin Franklin

Who We Are

Some advisors wear suits and ties. Others use complex industry jargon. At New England Schooner that’s just not our style.

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What We Do

Straightforward, authentic financial guidance you can relate to. Because it’s only meant for you. 

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Who We Help

We work with clients of all ages and from a variety of backgrounds who are serious about reaching their wealth goals. 

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Our Commitment to You

We are on a mission to provide exceptional service, unparalleled support, and renowned products to the clients who have chosen us as partners on their financial voyage.

In partnership with one of the nation’s largest independent broker-dealers, Royal Alliance Associates, Inc., our firm helps countless individuals, families and businesses reach their financial goals with confidence.

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