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Featured Business Financial Advisor in Braintree, MA
Braintree Financial Advisors
MSA Financial
25 Braintree Hill Park, Suite 205
Braintree, MA 02184
(781) 843-3500
“Envision>>Plan>>Act”
Advisor Profile
Michael Cammarata
Name:  Michael Cammarata
Phone Number:  (781) 843-3500
Website:  Visit Website
Disclosure Link:
Please see my website for ad...
Disclaimer
Please see my website for additional information and disclosure. www.msaplan.com https://brokercheck.finra.org/

About MSA Financial

Helping people live their lives with financial confidence.
Being able to live through life stages into retirement begins
with making good decisions about your financial future.
Partnering with a seasoned firm with knowledgeable, trusted
financial advisors who understand your needs can make these
important choices easier.

Experience
We have managed money through some dramatic markets. Today's
investing environment is no less dynamic. Managing risk is how best
to stay ahead. What we do best is seek the opportunities amid all
the changes and volatility. We take a holistic approach to
protecting and safeguarding client portfolios.

Expertise
Our advisors help clients envision how they can afford to
retire. By creating a personal plan, we work to maximize the
income and minimize the risks of volatile markets. We actively
manage your financial portfolio and keep you informed all
along the way.

Independence
We are an independent firm. This means we have access to a
myriad of investment choices and have no allegiance to any
company in particular. Our financial advice and investment
recommendations are unbiased and firmly rooted in our client's
needs and goals.

Let us help you live your life with financial confidence.
 

General Information

Gender:    Male
CRD#:    4846748
Name of Broker/Dealer:    Securities America
Name of Custodial Firm:    Fidelity Investments
States Licensed in:    MA
States Willing to do Business in:    Abington,Allston,Attleboro,Attleboro Falls,Avon,Bedford,Boston,Bridgewater,Brighton,Brockton,Burlington,Cambridge,Canton,Charlestown,Cohasset,Dedham,Dover,Duxbury,East Bridgewater,East Taunton,East Walpole,Foxboro,Framingham,Franklin,Halifax,Hanover,Hanscom Afb,Hanson,Hingham,Holbrook,Holliston,Hull,Hyde Park,Jamaica Plain,Lincoln,Lynn,Lynnfield,Mansfield,Marblehead,Marshfield,Mattapan,Medfield,Medway,Middleboro,Millis,Natick,Norfolk,North Attleboro,North Dighton,North Easton,North Pembroke,Norton,Norwell,Norwood,Peabody,Pembroke,Plainville,Plympton,Raynham,Reading,Rockland,Roslindale,Salem,Scituate,Sharon,Sherborn,South Easton,South Walpole,Stoughton,Sudbury,Taunton,Wakefield,Walpole,Waltham,Wayland,West Bridgewater,West Roxbury,Westwood,Whitman,Winchester,Woburn,Wrentham, RI
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    14
Work Experience:    MSA Financial - August 2004-Present
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
 

Services

Investment Types:    Options & Futures, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Insurance
I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office, Video Conference
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66, Series 63, Series 7
Insurance and Annuity Licenses:    Life, Disability, Annuity, Accident, Long Term Care, Variable Annuity, Variable Life, Health
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Firm Information

Firm's Number of Clients:    1500
Firm's Number of Planning Clients:    1500
Firm's Number of Managed Clients:    100+
Assets Managed by Firm:    $550,000,000
Advisor's Number of Clients:    150
Advisor's Number of Managed Clients:    150
Advisor's Number of Planning Clients:    150
Assets Managed by Advisor:    $110,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    250000
Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets:    1.00
Hourly Rate:    $250
Flat Fee Rate:    $1,800
Additional Details on Charges:    Each client is different and a initial consultation is needed to figure out compensation structure
Minimum Fee Charged for Hourly Planning Accounts:    $250
 
 
 
Prepared By: Michael Cammarata

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