At Safe Port Financial Associates, LLC, we believe that everything starts with the Client and all client relationships start with a Plan. We review and update all plans annually. Costs matter. Taxes matter. Patience is key. Our independence is paramount. Our objectivity is ingrained. Our desire to help people is authentic. We strive to be accountable and accessible to all our Clients.
What is a broker/dealer?
A broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA). FINRA, in turn, requires us to choose a broker/dealer to partner with on your behalf.
Why Commonwealth Financial Network®?
The fact that we've chosen to work with Commonwealth Financial Network® (Commonwealth), an independent broker/dealer–RIA, means that our firm remains independent, too. We are free to act solely in your best interest, without bias and without pressure to promote a particular product or strategy. It's a model that differs from that of some other, larger financial firms known as wirehouses, whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.
Commonwealth is also independently owned and managed, which means the firm retains the freedom to allocate resources where they're needed and to act in the best interests of its financial advisors and their clients—not shareholders.
How Commonwealth helps us help you
Commonwealth goes far beyond what's required of a broker/dealer; the entire organization is built around doing whatever it takes to satisfy not only the advisors who work with the firm, but the clients of those advisors as well. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for our firm to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
No matter what your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. We help you simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.
Michael R. Buxbaum, CLU®, CFP®
Gary Porter, ChFC®
108 East Main Street Suite 1
Gloucester, MA 01930
Ph (978) 281-6600
Fx (978) 281-6446