Meet Joanna, a Financial Representative at Rise North Capital, who specializes in helping public employees maximize their retirement income and assisting individuals in achieving financial freedom.
Retirement planning can be overwhelming, especially for public employees who have unique challenges related to their pension plans and other benefits. That's why she takes the time to get to know each of her clients personally and develop a comprehensive plan that meets their specific needs and goals.
Her ultimate goal is to empower her clients to take control of their finances and achieve the stability and security they deserve.
Braintree
25 Braintree Hill Office Park
Suite 403
Braintree, MA 02184
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. TC123783(1021)P
Foundations' Form ADV Part 2A&Form CRS
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