Thomas M. Portentoso, CRPC®
Financial Planner

Home
About Us
The IFP Approach
Resource Center
Tools
- Glossary
- Tax Resources
Contact

Blog

Test

Thursday, April 22, 2021

Test

Read More

Contact

Office: 781.454.0752

Fax: 781 421-6574

300 Ledgewood Place

Suite 100

Rockland, MA 02370

Thomas Portentoso holds the Series 7 and 63 through LPL Financial and Series 65 through Integrated Financial Partners

TPortentoso@IFPadvisor.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor. Integrated Financial Partners are separate entities from LPL Financial. CRPC conferred by College for Financial Planning. ©Integrated Financial Partners

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

*Integrated Financial Partners and LPL Financial do not provide tax services.

For more information visit www.FINRA.org or www.SIPC.org.

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

Thomas Portentoso CA Insurance #4236515