National Retirement Planning Experts

National Coverage
Local Professionals

Jonathan Pierce

Plymouth Rock Financial Partners, LLC

15 Caswell Lane

Plymouth, MA 02360
(508) 8304641

Sound Financial Direction

About Plymouth Rock Financial Partners, LLC

Established in 1996, Plymouth Rock Financial specializes in wealth management, financial planning, and retirement solutions.

General Information

Firm Start Year

1996

No.of Employees

10-19

CRD#

5878250

Firm CRD#

6363

Insurance License#

life

Name of Broker/Dealer

Ameriprise

Years of Experience in Financial Services

13

Number of Years with Current Firm

13

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 7

Insurance and Annuity Licenses

Variable Life, Life, Variable Annuity

Financial Organization Memberships

Investment & Wealth Institute