Company Info for 1847financial.com

1847Financial: Giving you the confidence to take control

Life’s full of surprises, often with financial effects. 1847Financial is a team of financial professionals helping you navigate life with complete confidence.

9 members

Contact info

Link

1847financial.com

Members

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Having shown organizational leadership by launching a philanthropic department at Spark Foundry and a sustainability department at Crossmedia, I've honed my focus towards driving corporations' sustainability practices to help mitigate the climate crisis. With a background in media strategy & buying, and experience implementing advanced targeting and measurement solutions, I have the digital expertise and project management skills to effectively promote and implement high tech climate solutions. Please don't hesitate to reach out to discuss opportunities to drive the systematic change our planet needs.

Brandon Preece, MBA

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3rd+

Partner / Financial Advisor

Ben Feld

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3rd+

Wealth Advisor & Men's Golf Coach at Drexel University

Alicia Lesperance

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3rd+

As an advisor with Concord Wealth Management, I work with clients to establish their long-term financial goals focusing on retirement planning, college education funding, income and asset protection. I have a passion for educating individuals, families and businesses about their finances by empowering them with proper education and resources through a hands-on, tailored and client-centered process. Concord Wealth Management offers clients a boutique-firm feel with big-firm service and support. We believe there's no single more important factor in life than the value of strong, personal relationships. That's why we're focused on delivering personal care and attention to each and every client. We serve individuals, families and small businesses throughout the New England area guiding our clients to financial solutions for all of life's stages. http://www.cwmofnewengland.com We provide education and guidance on: Insurance Programs • Whole life insurance • Term life insurance • Universal life insurance • Indexed universal life insurance • Long term care insurance • Disability insurance Small Business Owners • Key person insurance • Buy-Sell agreements • Executive bonus plans • Deferred compensation plans Planning • Retirement Plans • College Plans • Tax-free revenue streams for retirement • Pension maximization Estate Planning • Estate Planning Policy Reviews • Irrevocable Life Insurance Trust (ILIT)

Scott St. Clair

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3rd+

I am a licensed insurance agent in MA for Property, Casualty, life, accident, and health.

Chris Lewis

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3rd+

I am a proud U.S. Army Veteran, having served in the 20th Special Forces Group(Airborne) and the 226th Area Support Group Desert Shield/Storm. Looking for top producers! You have built a sizable practice delivering top value to your clients. Take your business to the next level. Consider associating with Legacy Wealth Partners, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), where you will join an elite group of producers who share your passion for excellence and benefit from a great support system. You’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products and services. If you qualify, you’ll get concierge-level business and marketing support so you can focus on meeting with clients. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: (4830 W. Kennedy Blvd, Suite 800, Tampa, FL 33609/ (813)637-6369) MassMutual refers to Massachusetts Mutual Life Insurance Company

Nicole LeGuern

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3rd+

I’m a Virtual Executive Assistant who keeps leaders focused on what matters by owning their inbox, calendar, travel and meeting logistics, then automating away the busywork. Daily email triage, weekly meeting sync's, end-to-end travel planning, action-item follow-up, project tracking, ad hoc tasks and automations are all in my wheelhouse. I thrive on turning chaos into streamlined processes, so executives can stop wearing the admin hat and start driving strategy.

Steven Chranowski

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3rd+

Parcel Shipping Advisor