J. Thomas Wilcox, Jr., CFP®
For over twenty-nine years, Tom has
specialized in providing qualified and non-qualified
retirement plans to corporations, and financial, estate
and investment planning advice to professionals, business
owners and individuals. His philosophy is that business
ethics and the client's best interest come before
every recommendation which is made.
While eager to serve new clients, he
will not allow his practice to grow any faster than
the demands of his personalized service to his existing
clients allows. He believes that successful financial
plans and wealth accumulation are preceded only by
a long-term, trusting relationship.
Tom is a graduate of Alfred University
with a Bachelor of Science in Business Administration,
and earned his MBA from Babson College. He is a CERTIFIED
FINANCIAL PLANNER licensee and a member of the
Financial Planning Association.
Phone: 781-893-0909 x262