Robert Doak
Partner - Financial Advisor at Commonwealth Financial Group
Based in Milton, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Milton
Industry
Financial Services
Company size
248
Contact information
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r•••••••@commonwealthfinancialgroup.com
Phone
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Background
About Robert Doak
Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals. I can offer comprehensive financial strategies and/or focus on one specific area of need.I provide total financial needs analysis through a network of experienced professionals with expertise in:Advisory servicesRetirement analysis and programsEstate StrategiesEmployee benefit and retention servicesBusiness continuation strategiesTrust servicesI am a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC Supervisory Address: 101 Federal Street, Suite 800, Boston, MA 02110 • 617.439.4389.I am licensed to sell insurance in CA, CO, FL, IL, MA, MD, NC, NY, PA & TX and securities in CO & MA. CA license number 0H28247 (Domicile in MA).
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