Paul R. Reed, has over 25 years of experience working with professionals and business owners helping them to identify and meet their goals. Mr. Reed enjoys helping owners of closely-held businesses protect theirassets, provide cost-effective employee benefits, and insure the long-term stability of the business.
Paul is a past participatant in The Strategic Coach Program. The Strategic Coach Program is a forwardthinking organization, designed to help business owners evolve their businesses to meet the ever-growingneeds of their clients.
Mr. Reed is a requested speaker and presenter at financial planning seminars, business classes, andprofessional opportunity seminars. He also has received many awards for both his production andmanagement results.
Paul resides with his wife and three children in Wellesley, Massachusetts. His community involvement hasincluded the Pan Mass Challenge, MS 150 Charity Bike Ride, and as a Wellesley Youth Soccer Coach.
LaSalle University (1984-1988)
Golf, Guitar, Reading Historical fiction, Anything to do with my family
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Financial Education
- Estate Planning
- Risk Management Strategies
- Business Succession Planning
- Group Benefits
- College Funding Strategies
- Retirement Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Paul’s Licenses and Disclosures