Broker Check

Elizabeth P. Sampson, CFP® and Richard J. West, CMFC®
Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

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Your Comprehensive Wealth Management Site

Organize your financial life with a consolidated view of all your accounts maintained with us and elsewhere. Work directly with the team at Concord River Financial to set budgets, create "What if?" scenarios, and develop a financial plan to assist you in the pursuit of your financial goals.