Wenham, MA is served by Thomas T. Riquier, CFP®, CLU and The Retirement Financial Center by offering a full range of financial services. Thomas T. Riquier, CFP, CLU®, President of The Retirement Financial Center, is a local CERTIFIED FINANCIAL PLANNER™ Professional and member of Ed Slott’s Master Elite IRA Advisor Group. As a registered representative with United Planners Financial Services of America, Tom offers investment management, retirement income planning, and wealth management.
Tom constantly evaluates economic trends. He recommended liquidating securities in September 2008 – the worst economic year since the Depression of 1929-1939. He reentered the market in the Spring of 2009 near the bottom. Tom believes “your financial success is not only determined by how much you make when the markets go up, it is also determined by how much you don’t lose when they go down.”
Tom has 40 years of experience in finance, insurance, investment and retirement income planning and understands the unique financial needs of seniors. As an Ed Slott Master Elite IRA Advisor Group™ member, he is well-versed in the complicated IRA laws and rulings.
The Retirement Financial Center is committed to helping clients improve their long-term financial success by providing the sound guidance, education and expertise required in every phase of financial, tax, and retirement income planning. Our mission is to help you maximize the growth of your money and retire or stay retired with confidence.
We also serve: Amesbury, Andover, Beverly, Boston, Danvers, Georgetown, Gloucester, Hamilton, Ipswich, Lynn, Lynnfield, Manchester, Marblehead, Newburyport, North Andover, Peabody, Revere, Rockport, Salem, Swampscott, Topsfield, Wakefield, Wenham, North Shore, Cape Ann, Essex County and Middlesex County.