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Jesson, Oslin & Associates, LLP

Financial Planning

Contact Us (617) 698-3950

Financial Planning and Advisory in Milton, MA

To learn more about how we can help you with:

  • Asset allocation
  • Cash flow and investment analysis
  • Education funding
  • Estate planning
  • Life insurance needs
  • Long-term care
  • Retirement planning
  • Succession planning

visit Mainsail Advisor Group, LLC

Mainsail Advisor Group, LLC is a personal financial planning and investment advisory firm with in-depth understanding of the needs and concerns of business owners and managers as well as those of high net worth individuals.

For questions regarding these services, please contact Leslie Gosule, CPA/PFS, MST, CVA at les@mainsailadvisorgroup.com or visit their website at www.mainsailadvisorgroup.com.

Securities offered through Avantax Wealth Management  member FINRA , SIPC; Investment advisory services offered through Avantax Advisory Services. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Maine, Massachusetts, MIchigan, New Hampshire, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and District of Columbia. This is not an offer to sell securities in any other state or jurisdiction.

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