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.'
We can assist you with:
- TSP, 401(k), & IRA rollover services
- TSP Advice
- Investment Management
- Pre and Post retirement planning
- Tax advantaged college funding
- Investment portfolio analysis
- Long Term Care
- Tax Advantage investments
- Fixed/Variable Annuities
- FREE Financial Consultation
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.
David Thibeault
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...
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...
Linda A. Crowley
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...
Elizabeth Nocito
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...
Joseph F. Delano
Program Manager/LPL Registered Principal
(508) 624-8882
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...