
Beau Yurkeviciusemail
Southborough Satellite Office
134 Turnpike Rd. Suite 300
Southborough, MA 01772
Southborough, MA 01772
Professional Story
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Education
University of Massachusetts, Amherst
Affiliations & Memberships
Charles River Chamber of Commerce, BNI Triboro Business Lunch
Languages: English
Specialties:Insurance Strategies, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Financial Education, Estate Planning, Investment Strategies, Military, Financial Planning, Business Owners, College Funding Strategies, Charitable Giving, Group Benefits, Risk Management Strategies
Check the background of this investment professional on FINRA's BrokerCheck