
Joe D'Amoreemail
Baystate Financial - Wakefield
301 Edgewater Pl #200
Wakefield, MA 01880
Wakefield, MA 01880
Professional Story
Joe D’Amore has over 20 years experience in guiding clients to achieve their financial aspirations in retirement, investment management and legacy planning.
Joe holds numerous FINRA registrations and professional designations from The American College. He is currently pursuing advanced graduate work in financial services, estate planning and legacy planning.
Joe leads a volunteer organization devoted to improving the conditions of poor and homeless people in the Merrimack Valley. He is also extensively published as an Op Ed writer of social issues and advocacy for marginalized populations. He is a frequent speaker in public venues.
Languages: English
Credentials: CFP®, MSFS
Specialties:Insurance Strategies, Investment Strategies, Financial Education, Risk Management Strategies
Check the background of this investment professional on FINRA's BrokerCheck