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MCB Financial Services

Your future is important.  That's why you need financial planning advice you can trust.  

 

Trustworthy, Knowledgeable and Honest.

That's MCB Financial Services

Whether you want to prepare for a secure retirement, save for your children's education or ensure your family is protected from the financial hardships caused by long-term illness or death, the advisors at MCB Financial Services equip you with knowledge-based financial planning, enabling you to enjoy the future you desire.

Richard Bergeron and David Santoro are skilled CERTIFIED FINANCIAL PLANNER practitioners with decades of experience.  Let them provide you with tools and advice for navigating every stage of life.

Visit us at www.mcbfinancial.com for details on how to get started with MCB Financial Services.  Together, we can explore your objectives and goals and create a customized plan that sets you on a promising course.

MCB Team

David, Katerina & Richard
The MCB Financial Services Team

BrokerCheck

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by MCB Financial Services at Mansfield Bank are separate and unrelated to Commonwealth. Investments are not FDIC Insured and are subject to risk including loss of principal amount invested. Investments are not deposits of or obligations of the bank and are not guaranteed.

This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, ME, NC, NJ, NM, OH, PA, RI, SC, TX, VA and WA.  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

MCB Financial Services at Mansfield Bank
80 North Main Street
Mansfield, MA

508-851-3639

 

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