Let's Start the Conversation
VISIT US
99 Derby Street Suite 301A Hingham, MA 02043
CONTACT OUR OFFICE
Phone: 781-740-4227
Fax: 781-740-4229
EMAIL US
John@dfsfinancial.net
Cristina@dfsfinancial.net
JohnD@dfsfinancial.net
REACH US ON THE GO
John P: 781-561-8272
Cristina: 781-561-8589
John E: 781-745-7140
Become A Client
Thank you for your interest. Please provide a time for one of our advisors to contact you. We offer to arrange an initial phone conversation or in person meeting to learn if/how we can service you.
Schedule a Consultation
If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.
client discovery questionnaire
This questionnaire is intended to help you gather your financial information and generate thoughts, questions, and opinions about your current financial outlook and goals. The completion of this document will allow us to have a meaningful and productive conversation about your financial future. If you desire, complete this questionnaire to the best of your knowledge and bring it with you to your appointment. All information you divulge, whether verbal or written, will remain completely and permanently confidential.