Financial Planning and Advice

There are no small goals. If it's important to you, it's important to us. Let's get started.


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We can help build a holistic financial plan customized to your needs.

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Don’t know where to start? Call us at (888) 955-5432 to speak to a financial professional.


Dedicated Advice Team

Our team is at the ready, whenever you need it, to help with financial decisions and provide a solid plan for what’s ahead.

Inclusive Approach

Goals come in all shapes and sizes and so do budgets. We believe a smart financial plan shouldn’t be dependent on your net worth.

150+ Years Experience

We combine the strength and integrity of 150 years in the financial services industry with a modern approach to financial advice and planning.

Dollars & Sense Newsletter

Financial planning and investment advice provided by John Hancock Personal Financial Services, LLC (“JHPFS”), an SEC registered investment adviser. Investments: not FDIC insured – No Bank Guarantee – May Lose Value. Investing involves risk, including loss of principal, and past performance does not guarantee future results. Diversified portfolios and asset allocation do not guarantee profit or protect against loss. Nothing on this site should be construed to be an offer, solicitation of an offer, or recommendation to buy or sell any security. Before investing, consider your investment objectives and JHPFS’s fees. JHPFS does not provide legal or tax advice and investors should consult with their personal legal and tax advisors prior to purchasing a financial plan or making any investment. 542LLO-20180831-1