James P. Scally,  CFP<sup>&reg;</sup> - Financial Advisor

James P. Scally, CFP®

Managing Partner

Heritage Financial Services, Inc.

600 Unicorn Park Dr., #203
Woburn, MA 01801
FINANCIAL ADVISOR'S WEBSITE
(781) 255-0214 CONNECT WITH James
  • facebook link
  • linkedin link

General

James Scally is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heritage Financial Services, Inc. in Woburn, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Irregular Income, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources