Broker Check

At our firm, we have the client—and only the client—in mind. Meet our team. 

Gerry Dufault, CFP®

Certified Financial Planner™

(508) 251-6128

(508) 573-1076

Since 1984, Gerry Dufault has been helping people gain control of their complex financial lives. Gerry takes a prudent, long-term approach to help ensure that your goals, objectives, and risk tolerance are properly considered and managed.

Gerry specializes in helping people make the switch from work-life to retirement. This is when there is a shift from a need for returns on investments to a need for reliability of income. Helping you maintain your retirement lifestyle is paramount. Gerry will provide you with information and resources as well as recommend solutions and strategies so that you can make informed decisions about your financial situation. With his many years of experience, he can help you:

  • Build a nest egg
  • Create a distribution strategy for maintaining your retirement lifestyle
  • Protect your family from financial emergencies
  • Leave a legacy for your heirs or your favorite charities
  • Fund your children's or your grandchildren's education

Call now and let's start a conversation about your goals.

Jon Loranger

Chief Compliance Operations Officer

Maggie Dumas

Client Services

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.