Kellie Parham, Client Service Administrator - North Light Financial Services

Kellie Parham, Client Service Administratorinfo@northlightfinancialservices.com2022-12-22T13:24:25-05:00

Meet Kellie Parham, Client Service Administrator

Kellie brings a high level of energy and dedication to our team, along with an extensive background in financial services and insurance.

Kellie most recently served as Finance Administrator for Plymouth 400, where she distinguished herself with a keen eye for detail and exceptional customer service skills.

Kellie attended Bryant College and is an avid quilter. She resides in Plymouth, MA.

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Who We Are

We are a leading independent provider of financial and investment management services located in Plymouth, MA. We are committed to work in partnership with you in your best financial interests.

We offer goal-based financial solutions for all life stages, designed to meet your unique needs. These solutions include retirement income planning, wealth management, investment selection, tax management, estate conservation, risk management, business retirement plans, and college funding.

How We Work

Our comprehensive approach includes an initial (complimentary) conversation that can take place in person or virtually. We strive to take the time to learn more about your goals, financial needs, and challenges.

From there, we can complete an assessment of your financial picture and develop a plan to help you achieve your goals and dreams. Our on-going service includes regular review and periodic oversight of your plan as your needs evolve and adjust in the face of a constantly changing world.

Disclaimer

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and North Light Financial Services are not affiliated. Cambridge does not offer tax advice. Office of Supervisory Jurisdiction: 46 Accord Park Drive / Norwell, MA 02061 Phone: 781-878-4063 Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered: CA, FL, GA, HI, KY, IL, LA, MA, ME, NE, NM, OR, RI, SC, VT, WV. If we are not currently registered in your state please email us at info@northlightfinancialservices.com. We may be able to refer you to a representative in your area, or we may become registered in your state, at which time we could further discuss our services with you.