You want to know that what you’ve worked a lifetime to achieve will be enough to take care of yourself and your family when you retire. We can help you navigate and find solutions for all the questions and variables surrounding your retirement. Leveraging our experience, knowledge and resources, we create personalized financial and retirement plans for union members. You’ll find confidence knowing that we can help you plan for the future you desire.

Your neighbor, your coworker, your brother-in-law — people all around you may be encouraging you to retire and may even be retiring or retired, themselves, but your situation is unique to you. And that’s where our personalized planning comes in. Your Raymond Wealth Management financial advisor can help you determine your savings goals, how to make the most of your retirement assets and when exactly you should retire, even down to what quarter of the year. We’re problem-solvers at our core. Let us take a look at yours.

Stephen Raymond is an Investment Adviser Representative and the Founder of Raymond Wealth Management. A lifelong Bostonian, Stephen is a graduate of Boston College and received his MBA from the Sawyer School of Management at Suffolk University. Prior to establishing the Fiduciary Financial Services firm that bears his name, Stephen spent over 23 years working at firms like Morgan Stanley, Merrill Lynch, ETrade and most recently, Scarborough Alliance Group. Stephen holds his series 7, 63, 65 and 66  registrations in addition to Life and Variable Insurance licenses. Stephen focuses on the retirement needs of working men and women and their families.