As the world of planning for your financial needs broadens and becomes more complex, have sought out an individual and firm who can be of counsel and assistance regarding the fields of life insurance, disability, health insurance, long term care, employee benefits, retirement and estate planning. One of our chief concerns in locating such a person was that he or she would have the experience and ability to handle the diverse needs of our customers in a professional and knowledgeable manner. We have established a relationship with an individual and firm who possess these qualities.

Glen H. Neary has practiced in the areas of financial planning and other planning areas since 1992. He has been a resident of Hopkinton for the past seven years. He attended both the University of Michigan and the University of Vermont, graduating from Vermont in 1991.

Glen has an extensive history of professional education including completing all required courses for the certified financial planner designation. He is also a member of the Million Dollar Round Table, where only the top six percent of all advisors worldwide qualify to be a member. Glen is the president of Strategic Wealth Planning specializing in financial planning insurance and investments. He is also a founding partner of Metro West Financial Partners in Westboro, Massachusetts, where he conducts unique financial planning strategies for his clients.

In the spirit of providing the best available products and services, Glen acts as a broker for many different insurance companies in the areas of life, disability and long term care insurance. He is licensed as a Series 6 (Investment Company Products/Variable Contracts Representative) and Series 63 (State Uniform Securities Agent) registered representative with the National Association of Securities Dealers (NASD). Glen has had the opportunity to speak publicly in industry meetings throughout the northeast region.

Glen has demonstrated to us the experience, knowledge and professionalism that we want to provide to you, our customers. If your future individual or business needs dictate, we hope you will give Glen a call. He is available directly at (508) 353-1489 or email Glen at glenneary@tmoblackberry.net.