Financial Planning with Lumen Wealth Management
RCB has a long-standing partnership with Gino P. Molettieri, an experienced Financial Planner and Investment Adviser Representative of Commonwealth Financial Network. As an independent financial adviser, Gino has no parent company or product pressures driving his recommendations.
At RCB, we’re committed to helping you reach your financial goals. Whether you’re planning for retirement, saving for your kids’ education, or just want to save more effectively for big expenses and unexpected changes, we can help. Gino helps both individuals and businesses establish and maintain their long-term financial goals, making adjustments over time as those goals change. Like them, you can benefit from Gino’s expertise in creating comprehensive investment and retirement plans. Gino answers only to his clients.
RCB and Gino
We partner with Gino not just because of his expertise, but because his approach is a perfect match for RCB: He really gets to know his clients and treats them like people instead of numbers on a balance sheet. He’ll also tailor your overall involvement in your financial planning, whether you like a hands-off approach, or you want to stay involved every step of the way.
Options with Lumen
For individuals and families, Lumen Wealth offers guidance in all areas, including:
- Accumulation, so your investments address your objectives and comfort level
- Retirement planning, so you are well positioned to pursue your dreams
- Estate planning, so you can pass on your assets to whom you choose
- Risk management, to minimize any threats to your personal assets
For Corporate Clients, Lumen Wealth offers guidance in all areas, including:
- Business Planning, to help you manage and grow your business
- Corporate Retirement Plan Management, to help you offer a competitive, low-cost retirement plan for employees to save for the future
- Executive Planning, to help highly compensated owners and executives maximize their savings strategies
- Risk Management, to ensure that business interest is protected in case of an unexpected death or disability of an owner(s)
- Employee Education, to offer a customized education program to your employees so they can better reach their goals
About Gino
Gino Molettieri is an Investment Adviser Representative of Commonwealth Financial Network. He has had a partnership with Reading Cooperative Bank since 2009. He has been helping individuals, families and businesses strengthen their financial positions since 2002. Offering prudent investment, estate and business planning advice is at the core of Gino’s practice. He is available, by appointment, to consult with bank customers on all of their investment needs. Gino holds a B.S. in Economics from Northeastern University. In addition, he holds the series 7 and 66 registrations through Commonwealth Financial Network. He is a multi-year recipient, the most recent being 2013, of the Boston Magazine Five-Star Wealth Manager Award*. Gino lives in Reading with his wife and children and is actively involved in the Reading Chamber of Commerce, Reading Lions Club, Reading Youth Softball and Reading Youth Hockey.
Gino Molettieri is employed by Lumen Wealth Management and securities are provided through Commonwealth Financial Network.
Check the background of this investment professional on FINRA's BrokerCheck.
This communication is strictly intended for individuals residing in Massachusetts. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. 55 Walkers Brook Drive, Suite 301, Reading, MA 01867. (781) 247-5918. Not a deposit. Not FDIC Insured. Not Bank Guaranteed. May Lose Value. Fixed insurance products and services offered by CES Insurance Agency or Lumen Wealth Management. Commonwealth Financial Network and RCB (Reading Cooperative Bank) are separate and unrelated entities.
*Five Star Wealth Manager Disclosure
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,362 Boston wealth managers were considered for the award; 713 (31 percent of candidates) were named 2013 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.