"As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating.
Luckily, you don't have to do it alone. " -- Jeremy
Jeremy M. Dalidowitz, CRPC®
Financial Planner, Investment Advisor Representative, and Financial Representative
Jeremy has been helping clients and their families to grow, preserve, and protect their wealth for over a decade with his fresh perspective on behavioral finance and innovative investment management strategies. His values, vision, action approach to personal financial planning helps clients identify their core beliefs to envision and create the financial future they desire. Jeremy engages couples and individuals to identify patterns and behaviors of thinking around money, which are key to success in overcoming any hidden obstacles that may inhibit clients from taking action on their financial plan. This is a focused service for high-net worth individuals, successful professionals, business owners and their families.
He is supported by a team of professionals who strive to provide the highest quality advice and service available in the industry. Jeremy and his team work in conjunction with outside accountants and estate planning attorneys to help ensure proper positioning of assets and funding of trusts in order to meet the retirement, generational planning, and wealth transfer goals within each family.
Jeremy holds a Bachelor's of Science degree in Psychology from the University of Scranton. He has over 10 years of investment advisory experience and holds a Series 7, Series 66 and Life, Accident and Health Insurance Licenses. Jeremy also holds the Chartered Retirement Planning Counselor designation and is trained in Behavioral Finance by the Lennick Aberman Group.
Jeremy lives in Duxbury with his wife Ashley and sons Jacob, Alexander and Joel. He is a member of the Financial Planning Association of Massachusetts and is active in the Cursillo Community at his church. During his free time, he enjoys being outdoors with his family, golfing, reading, playing guitar and exercising to stay healthy.