George "George" Ellison, JRemail
Baystate Financial - Wakefield
301 Edgewater Pl #200
Wakefield, MA 01880
Professional Story
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
Advisory Services, Retirement Analysis and programs
Estate Strategies
Employee Benefit and Retention services
Business Continuation Strategies
Education
Lafayette College '79
Community Involvement
Anna Jaques Hospital Board of Trustees, Boys and Girls Club Lower Merrimack Valley Board of Directors, Newburyport Area Chamber of Commerce Board of Directors
Languages:
- English
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Business Succession Planning
- Estate Planning
- LGBTQ
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