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Gagnon Investment Advisory Services, LLC is a financial planning and Registered Investment Adviser located in Mansfield, MA. We provide fee-only financial planning services and investment advice. We avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies.
We work with people of all ages from all walks of life. You receive personal attention. Whether you are building assets for the future--or seeking to protect, enjoy, and pass on those you already have—Gagnon Investment Advisory Services, LLC is ready to help with sound, professional advice.
Your financial objectives may include:
- Creating and preserving personal wealth
- Increasing your peace of mind
- Maximizing wealth transfer
- Minimizing the risk of financial catastrophe
- Protection against inflation
- Providing for a child's education
- Reducing tax burdens
- Securing retirement income
- Understanding consequences of sudden wealth
Our services to help you reach your goals include:
- Advice on employee stock options
- Analysis of insurance needs
- Asset and investment management
- Cash-flow expense planning
- College funding strategies
- Estate planning
- Long-range and life-style planning
- Lump-sum distribution advice
- Retirement planning strategies
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