Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Tax-free Investing and Retirement for Legacy Pla

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30d ago 22:31

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Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.
He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.
His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.
Learn more: http://www.lirianowealthadvisory.com/
Phone: 617-969-2933
Check the background of your financial professional on FINRA’s Broker Check.
https://brokercheck.finra.org/individual/summary/1905998
All content in this presentation is for information purposes only. The views expressed in this video are subject to change based on market and other conditions.  Opinions expressed herein are solely those of Eric Liriano.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor. Content should not be regarded as a complete analysis of the subjects discussed.
Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.
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