Get started with financial advice

Our team of licensed financial advisors can provide guidance on a variety of topics, offering experience, objectivity and a valuable second opinion when it really counts.

Get guidance on:

- Paying Down Debt
- Emergency Savings 
- Large Purchases
- Life Events
- Education Costs

- Investment Accounts
- Life Insurance 
- Retirement
- Social Security

Want to talk to an advisor?

Provide your information below and a member of our team will quickly contact you to get started.

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Please share any specific topics you’d like to discuss

What to expect:

1) Initial consultation
to ensure we understand the type of advice you need

2) Meeting with a licensed financial advisor
to discuss your unique concerns and goals

3) Analysis and recommendations
to outline your action plan to pursue your goals

Your advisor will also give you access to our Personal Financial Management Portal – a powerful online tool where you can aggregate financial accounts, access budgeting tools, monitor cash flows, and more.

Don’t want to wait? Call us at (888) 955-5432 to speak to a financial professional now.

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-20190918-1