John Spoto (CFP®, MBA)

John Spoto focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Whatever your age, whatever your stage in life, Sentry Financial Planning is here to help you. We work with people who believe the way to build and preserve financial security is through careful planning, saving and working with a trusted advisor. Sentry Financial Planning, is a Fee-Only financial and investment advisory firm . We do not work for any financial institution and do not accept any commissions or referral fees. We have no minimum income or net worth requirements. We offer the advice you need to make better financial decisions.


www.sentryfinancialplanning.com

Additional Information

We have opened an additional location in Andover to serve the Merrimack Valley area!

www.sentryfinancialplanning.com

 

NAPFA Start Date

October 13, 2008

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This Office

2 Elm Sq Ste 320 Andover, MA 01810-3668 Phone: (978) 475-2533 Fax: (978) 475-2374

Other Offices

150A Andover St Ste 1 Danvers, MA 01923-5308 Phone: (978) 475-2533 Fax: 978-475-2374