Gregory Marchand
Professional Details
With over 35 years of dedicated experience in the financial industry, I’ve made it my mission to empower individuals and families with the knowledge and tools they need to achieve their financial goals.
As a Chartered Life Underwriter (CLU), Retirement Income Certified Planner (RICP), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP), I bring a comprehensive and highly credentialed approach to wealth management, tax strategy, retirement planning, and financial education. My passion for these areas drives me to educate as many people as possible, helping clients build confidence and develop effective strategies for their financial futures.
Beyond the office, I cherish spending time with my wonderful wife, Laura, our three boys, and our three delightful granddaughters. Family is at the heart of everything I do, and it’s a privilege to extend that sense of care and dedication to the 400 families I currently serve.
Whether you’re planning for retirement, navigating complex financial decisions, or simply looking to gain a better understanding of your financial landscape, I’m here to guide you every step of the way. Based in Massachusetts and Florida, I’m excited to help you achieve financial clarity and confidence.
Areas of Expertise
- CFP
- Financial Professional
- Insurance Agent
- Retirement Specialist
- Wealth Manager
Real Stories from Real People
Most People Leave Money on the Table
96% Don't Optimize
Very few people get all the Social Security they’re entitled to.
$111,000 Average Lost
The average household is losing $111,000 in potential income.
1 Chance To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
