Regal Financial Group - Greater Boston
Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training. Services offered by your Regal Financial Group representative may be limited by your representatives licensing and/or their affiliation. Additional information can be found on Broker Check (www. brokercheck. com) and on the applicable Customer Relationship Summary(CRS).
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Sentiment Analysis
He always sticks to his approach and financial methodology, yet he is willing to listen and make exceptions to challenge himself.
Mine is not one of the biggest portfolio, still Josh takes time to explain his recommendations.
I am super pleased with my experience at Regal Financial and would highly recommend this group if you’re looking for top tier service and guidance from an expert who genuinely cares.
Some of the services that Josh performed for me included a 401k rollover from a previous employer, new IRA & Roth IRA account setup, a much needed makeover of my individual 'meme' stock portfolio, and a solid long-term investment strategy.
His resume includes an extensive involvement in well known and respected financial institutions which added to my comfort in deciding to work with Mr.
He has tremendous market knowledge and exemplifies a holistic wealth management approach to managing client portfolios.
Prior to joining Regal, Josh ran the institutional equity sales desk in Boston, and we worked together often while I was Consumer Sector Leader at Fidelity.
Trusting my financial advisor and feeling comfortable with them was really important to me, and I feel like Josh has gotten to know me and understand my goals.
Josh not only helps plan and strategize one's portfolio management and investment allocation, but he also helps you understand where your money is going and why.
Josh really knows his business (having been in the industry his entire career) and has a great understanding of the investment options available - including mutual funds, ET Fs, alternatives and even more exotic investment opportunities.
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