Jonathan Sweet, CFP
Oakleaf Wealth Management
Certified Financial Planner in Rehoboth, MA
Address:2 Peckham St
Rehoboth, MA 02769
About Jonathan Sweet
Jonathan Sweet is a financial professional at Oakleaf Wealth Management located in Rehoboth, Massachusetts. Jonathan Sweet holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jonathan Sweet provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jonathan Sweet2 Peckham St
Rehoboth, MA 02769
Phone Number:
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Website:
http://www.oakleafwm.com
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