Michael  Carbone,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Carbone, CFP®

CFA,

Partner

Eppolito, Carbone & Co.

One Meeting House Rd Ste. 13
Chelmsford, MA 01824

Eppolito, Carbone & Co.

One Meeting House Rd. Ste. 14
Chelmsford, MA 01824
FINANCIAL ADVISOR'S WEBSITE
(508) 498-9525
(978) 455-7799
CONNECT WITH Michael
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General

Michael Carbone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Eppolito, Carbone & Co. in Chelmsford, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Eppolito Financial Strategies, LLC. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources

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