SpecialtiesThe financial management process at WFR Financial Planning & Insurance begins with: In-depth evaluation of your current financial situation - Establish overall objectives - Focus on specific goals. We advocate investing sensibly over the long run and maintaining an adequate, needs-based, level of insurance coverage.We work with you side by side so that you're confident in and comfortable with the financial suggestions we make. Some of the services we offer: Investment Products and Advisory Services: Fee-Based Financial Planning, Investments, Insurance and Annuities WFR Financial Planning & Insurance 653 Main Street - Melrose, MA 02176 - 781-662-4848 Securities and Investment Advisory Services offered through Royal Alliance Associates, Inc. (RAA), member FINRA, SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. We are registered to sell Securities in the following states: California, Connecticut, Delaware, Florida, Kentucky, Massachusetts, Maine, New Hampshire, New York, Pennsylvania, Rhode Island. We are licensed to sell Insurance Products in the following states: Delaware, Florida, Massachusetts, Maryland, Maine,New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Texas.

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