Vincent A Cavallo

CFP®, CRPC®

Financial Advisor

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Vincent A Cavallo Ameriprise Financial Advisor
Office location
25 Drum Hill Road
Suite 4
Chelmsford, MA 01824




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(978) 453-6449
vincent.a.cavallo@ampf.com

My goal is to provide successful individuals with personalized, objective financial advice. I'll coordinate your finances with your other professionals, including your accountant and attorney, so that together we can help you implement tax and estate planning strategies and make decisions to improve your overall financial situation. I'll work with you to provide a clear plan of action that leaves you in control.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.


Areas of Focus
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Asset Allocation
  • General Financial Planning
Professional Associations
  • Merrimack Valley Estate Planning Council
  • Financial Planning Association
Qualifications
  • C.A.E.S./M.Ed,psychology/education Boston College
  • Financial Education Services Speaker
  • Chartered Retirement Planning Counselor
Community Service & Personal Interests
  • Rainbows for all God's Children Speaker
  • Junior Achievement High School Instructor
  • I am licensed and registered to conduct business in MA.
  • Based on licenses and registrations I hold, I may also conduct certain business in FL, ME, NH, NY, VA
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.