Maureen Meehan, CFP®

Maureen Meehan is dedicated to providing clients with the professional and individual attention necessary to help them achieve their financial objectives, offering continued service as their needs change. With offices in Massachusetts and Vermont, Maureen works closely with individuals, families and business owners to help identify their financial needs. Her seasoned experience helps her to determine the appropriate strategies to help meet customer objectives. Strongly believing in a "trusted team" approach, Maureen regularly collaborates with CPAs and attorneys to simplify this process and to help assure clients have a well-integrated program. Through financial protection and asset accumulation products she can help clients attain their financial goals for their families and businesses.

 

Maureen is a noted speaker in areas of financial objectives, employer benefit packages and estate and business planning needs. She is active volunteering in her community and charitable organizations. Maureen has earned numerous awards throughout her career, including company honors that recognize leadership, outstanding performance and service to clients. In addition, Maureen is a life and qualifying member of the Million Dollar Round Table (MDRT), an international association of leading professionals recognized as the standard of excellence in the life insurance-based financial services industry.

 

Committed to professional education, Maureen has earned the industry's prestigious CERTIFIED FINANCIAL PLANNER ^TMcertification. The CFP® certification is awarded to financial professionals who successfully complete the rigorous experience and ethical requirements of the CERTIFIED FINANCIAL PLANNER ^TM Board of Standards (CFP® Board). These requirements include coursework and certification examinations in the financial planning process, risk management, investments, tax strategies and management, retirement and employee benefits and estate planning*. Maureen's commitment, dedication and professionalism are your assurance of the highest standard of service.