1776 Boston Turnpike
At Hale Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysis
We also can answer your questions, including:
Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Owner, Financial Advisor
As the Owner of Captain Hale Financial, and as a Financial Advisor with Avantax Investment Servces℠, Shaun works with individuals, families and businesses, integrating tax planning and wealth management services...
Financial Advisor Representative
Ryan is a Financial Advisor with Avantax Investment Servces℠FINRA licenses include: Series 7, Series 6, Series 66
Nathanael is a graduate of East Catholic High School and is currently attending the University of Connecticut. In his free time, Nathanael enjoys golfing and spending time with family and friends. He is actively involved in his church,...
Eric brings over 20 years of experience in customer service to Captain Hale Financial. He is a state-licensed life insurance broker as well as a licensed tax preparation specialist. Additionally, Eric offers experience in rental...
Lisa provides administrative and customer support for the firm. Lisa holds a B.A. in Business Administration. She enjoyed a banking career for 12 years — holding positions including Regional Branch Manager and Bank Officer, and...
Assistant, Enrolled Agent
Jordan provides administrative and customer service support for Captain Hale Financial. Jordan has worked as an administrative assistant for many years. She is currently in school to become a licensed tax preparer. Coming to work with...