Work with an AWARD-WINNING financial advisor with TrueView Financial.

When it comes to choosing a wealth manager to help advise and guide your family towards your financial goals, you probably want the best fit.

And there are several factors that come into play when making that life-changing decision of who to trust with your investments and retirement planning.

You may want to use a wealth manager that has plenty of experience, a great track record, and a sound strategy.

Accolades and recognition within the industry may also be important.

So, we wanted to bring it to your attention that James DesRocher of TrueView Financial just won a prestigious award by Forbes Magazine, landing on the list of Best-in-State Top Financial Security Professionals for 2024. (You can see it here: https://www.forbes.com/lists/best-in-state-financial-security-professionals/ )

This fourth-annual award is based on SHOOK Research in conjunction with Forbes, and James was ranked as one of the top financial security professionals here in Massachusetts.

At TrueView Financial, we’re always striving to evolve, adapt to changing times, and stay on top of the latest research and resources in the industry – all to the benefit our clients.

Jim still has the same passion and drive to be the best for his clients as when he started in the industry, even after helping more than 500 clients and families work towards their goal of financial freedom.

So, when it’s time to make that critical decision of who to trust with your financial future, you can turn to an award-winning wealth manager in James DesRocher.

Schedule your complimentary consultation with Jim and see why Forbes Magazine named him one of the best-in-state!

Schedule here: ?? https://outlook.office365.com/owa/calendar/[email protected]/bookings/

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This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Financial Securities List[JD1] 2024 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. 2024-178301 EXP 07/26