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Our financial advice team


Timothy A LePain Ameriprise Financial Advisor

Timothy A LePain

MSM, ChFC®, CLU®

Financial Advisor

Business Financial Advisor
LEPAIN ASSOCIATES
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Investments
  • Business Retirement Plans
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Small Business

Interests

Golf, Gardening, Grand Children, Travel

Community participation

The Center for Arts in Natick (TCAN), Board member & treasurer, MetroWest Chamber of Commerce , Small Business Council member

Qualifications

  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®

Education

  • American College, Bryn Mawr, Pa., Masters of Science in Management, 6-19-1998