Paul Habib, Financial Services Professional wit...

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Introduction: I offer a variety of products that can help you meet a number of financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I love working face to face with people, and helping them realize their personal and financial goals.

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Pam A.

Nov 3, 2016

Paul is awesome, truly cares about each client he works with. I've had great success in transferring over my retirement accounts to his management and would highly recommend him to anyone looking for help with their personal finances.

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Paul Habib

FAQs

What is your typical process for working with a new customer?
Typically I sit down and have a discussion about the clients goals, and take about a week or so to bring back tailored recommendations
What education and/or training do you have that relates to your work?
I went to Northeastern and have a degree in Finance and MIS. I also have the Series 7 and 63, as well as my Life and Health License.

Paul Habib, Financial Services Professional wit...

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