Services

David O’Block’s mission is to deliver customized service that addresses your unique, comprehensive financial needs. To accomplish this, he incorporates a total wealth management approach that features:

• Fee-Based Personal Financial Planning *
• Retirement Planning
• Investment Portfolio Management and Analysis
• Tax Strategies
• Risk Management Solutions
• Education Planning
• Long-Term Care
• Estate Planning
• Legacy Planning and Charitable Giving
• Divorce Financial Planning

* Available through Cambridge Investment Research Advisors, Inc.