Chad Krahmer

For the past 20 years Chad has been delivering great value to clients as a financial advisor, helping them plan ahead for their short term needs and long-term goals. He works with individuals, families and businesses, helping them all to achieve their financial objectives in very different and personalized ways. His knowledge on financial topics is vast, and includes planning for life investments, college,  retirement,  and estate matters, making a personalized financial plan the end goal . Chad is energized by monitoring financial trends, and is most excited to educate others on how that knowledge, might help to maximize their financial gains.

Chad is a life long resident of Duxbury, MA where he lives with his wife Nancy and 4 children. He is board member at Beth Israel Deaconess Hospital in Plymouth, an active member of the South Shore Chamber of Commerce, St. John's Church of Duxbury and member of Duxbury Yacht Club. Chad loves the water and he can be found sailing and fishing and when not there he is playing golf or tennis. Recently, Chad and Nancy made the commitment to spend more time in Sanibel, Florida where Chad will continue to work and deliver financial advice to both residents of Florida and his New England clients. 

Qualifications

• Financial Planner
• In the Financial Services Industry since 1991
• Security Licensed in: FL, KS, MA, MO, NH, NY, RI, VT, CA
• Insurance Licensed in: AZ, CO, CT, FL, KS, MA, MO, NH