Drew Stratton Email & Phone Number
Managing Partner, Financial Advisor
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Drew Stratton Location
- Worcester, MA, US
Drew Stratton Work
- Managing Partner, Financial Advisor @ Larson, Potter, Stratton & Cote Financial (January 2014 - Present)
- Financial Advisor @ Ameriprise Financial Services, LLC (May 1994 - September 2014)
Drew Stratton Education
- Princeton University
Bachelor's degree (Economics)
1984-1987
Drew Stratton Skills
- 401(k) Retirement Savings Plans
- Asset Allocation
- Estate Planning
- Financial Planning
- IRAs
- Insurance
- Investments
- Portfolio Management
- Qualified Retirement Plans
- Retirement Income Strategies
- Retirement Plan Consulting
- Retirement Planning
- Retirement Savings
- Retirement Solutions
- Small Business Retirement Planning
Drew Stratton Summary
- Drew Stratton, based in Worcester, MA, US, is currently a Managing Partner, Financial Advisor at Larson, Potter, Stratton & Cote Financial. Drew Stratton brings experience from previous roles at Ameriprise Financial Services, LLC. Drew Stratton holds a 1984 - 1987 Bachelor's degree in Economics @ Princeton University. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Allocation, Estate Planning, Financial Planning, IRAs and more.
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