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The foresight for MOVING AHEAD

Envision having prudent financial guidance personalized to you that comprehensively and diligently addresses every aspect of your financial life, and inspires the confidence of knowing you have a well-defined direction for moving forward. We welcome the opportunity to apply our accumulated years of experience, wisdom, perspective and insight for your well-plotted path to financial independence.

Phone: 978.284.3061 │ Email: joe_sherlock@addisonavenue.com

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An investor without investment objectives is like a traveler without a destination.
Ralph Seger

The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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