Neil Gendreau | President and Owner | Neil H. Gendreau MA

Neil Gendreau

President, Owner

Mr. Gendreau graduated Summa Cum Laude from Nichols College, May 1992, with a BS in Business Administration with concentrations in Finance and Accounting. As a Registered Representative through Kestra Investment Services, LLC, Mr. Gendreau holds Series 7 (General Securities Representative) and Series 63 (Investment Company Products/Variable Contracts Limited Representative) licenses with FINRA (formerly the NASD), as well as agent licenses for life, accident, and health insurance in the state of Massachusetts. Through correspondence courses with the American College located in Bryn Mawr, PA, Mr. Gendreau has achieved advanced designations as CERTIFIED FINANCIAL PLANNER™ (January 29th, 2001) and Chartered Financial Consultant (November 1st, 2005). With 29 years experience, Mr. Gendreau demonstrates a high level of expertise while dedicating his firm to your financial independence and well being.