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Work Experience
N/A
Oct 2016 - Present · 8 years and 2 months
Company Details
MSA Financial is an independent SEC-registered investment advisory firm providing comprehensive financial planning and asset management for individuals, families and business owners for clients in New England and around the country. We strive to assist our clients in all aspects of their financial lives, ultimately allowing them to make informed decisions and to pursue their goals with confidence. Paul Marino and Rick Stram originally co-founded MSA Financial (formerly Marino, Stram & Associates) as a way to provide independent and holistic advice designed to be in the best interest of our clients. Now 20 years later, the firm has offices in Braintree, Framingham and Sandwich, currently employ 18 talented professionals and manage more than $500 million in assets. We appreciate your interest in MSA and welcome you to follow us on LinkedIn. Investment Advisor Representatives offer financial advice through Marino, Stram & Associates, LLC. Registered Representatives offer securities through Securities America, Inc. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Marino, Stram & Associates, LLC and the Securities America companies are unaffiliated. Representatives of Securities America do not provide legal advice. Please consult a professional who is familiar with the laws of your state.
Year Founded
1997
Social Media
Linkedin
Industry
Financial Services
HQ Location
25 Braintree Hill Park Suite 303 Braintree, MA 02184, US
Keywords
Private Wealth ManagementComprehensive Financial PlanningRetirement PlanningInvestment ManagementEducation PlanningInsurance Planning
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