Couture Financial Services Inc of Millbury is a financial planner in Millbury, MA, working with business owners and individual clients on investment, retirement, insurance, and estate planning needs. The practice specializes in investment analyses, retirement planning, MorningStar services, insurance, estate planning, executive benefit planning, business continuation plans, employee benefits, and notary public services, and the team also provides customized portfolio analyses and reports. Founded by Paul Couture more than 40 years ago, the firm has built its practice on independence from insurance and investment product companies, which allows it to offer competitive products from highly rated carriers and to develop a custom approach to each client's investment and insurance needs.
Paul Couture, CLU, ChFC, is the President and Founder of Couture Financial Services. He works with business owners and individuals, helping them grow their assets and plan for retirement, with a focus on helping families and companies plan for the orderly, tax-efficient distribution of their wealth to the next generation. Paul graduated from Assumption College in Worcester, MA, where he majored in Psychology, served as class President, played hockey, and was Captain of the golf team for four years. He earned the Chartered Life Underwriter designation in 1988 and the Chartered Financial Consultant designation in 1989 from The American College in Bryn Mawr, PA. He began his career in financial services with New England Financial in November 1976, served four years on the New England Life Leaders Association's Executive Committee representing over 2,500 insurance and investment professionals, and is a Life Member of the Million Dollar Round Table. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC. The contact page lists team members Paul Couture, Wayne Couture, and Thomas Clinton.
The office sits on Grafton Street about a third of a mile from Woolshop Pond, Dorothy Brook, and the Blackstone Canal, with Grafton Street and Providence Street both within a short walk. UMass Memorial Health Care is roughly six tenths of a mile away.
Couture Financial Services Inc of Millbury brings more than four decades of independent financial planning experience to business owners and families throughout Millbury.
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