Emily G. Wood,  CFP<sup>&reg;</sup> - Financial Advisor

Emily G. Wood, CFP®

Financial Advisor

Grimes & Company, Inc.

One Technology Drive, Suite 100
Westborough, MA 01581
(508) 366-3883

General

Emily Wood is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Grimes & Company, Inc. in Westborough, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPS

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Financial Advisor's Specialties

Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Investment Management, Getting Divorced, Employee Benefits, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources