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James F. McGrath

Planning Assistant

508-281-5840

[email protected]

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Office: 508-281-5890

33 Lyman Street

Suite 301

Westborough, MA 01581

[email protected]

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities are offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC, CA insurance license #0E28878), member FINRA/SIPC. Advisory services are offered through Patriot Financial Group, LLC. Cetera is under separate ownership from any other named entity. Cetera home offices are at 1450 American Lane, Ste. 650. Schaumburg, IL 60173; phone 888-528-2987.

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