For most people, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where Hanscom Investment Services comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and experience to provide the advice and services to help you work toward reaching your financial objectives.
Our process is to first provide you with guidance that can help you understand and better define your financial goals, and then we can confidently offer you investments designed around your individual needs. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. By providing independent advice and the most personalized service available, our clients discover that we truly care about making their dreams a reality.'
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It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
Our LPL Financial Consultants and their research departments are by design completely independent in order to help avoid conflicts of interest. Their recommendations have but one goal which is to benefit Hanscom customers, not a fund or product company. Our team has a combined 75 years of financial services experience which means that you will be dealing with seasoned professionals on these important financial matters which are critical to your future.
Vice President, Financial Consultant
David has been helping Hanscom customers since 2003, and he very much enjoys putting his two decades of experience to work on their behalf. He has helped hundreds of members better understand their Retirement and...
Client Services Coordinator, LPL Registered Sales Assistant
Beth has been with Hanscom since early 2007. Previous to that she was with John Hancock for 17 years working with financial professionals and clients. She holds a Series 6 securities registration through LPL...
Program Manager/LPL Registered Principal
Joe is a Registered Principal with LPL Financial and works closely with the rest of the Hanscom Investment Services team performing the day-to-day management and oversight of the program. He has been in the investment arena for over...
John J. Noone
Assistant Vice-President, Financial Consultant
John joins Hanscom Investment Services with a well rounded business and educational background including the designation of Certified Retirement Counselor (CRC). He has considerable experience in the financial services industry helping...
Assistant Vice President, Financial Consultant
Linda has been advising customers of Hanscom on investment and retirement strategies since 2005, and she has many years of experience working within the financial institution environment helping individual investors...