Brian J. Allsop
A graduate of UMass Dartmouth with a bachelor’s degree
in finance, Brian J. Allsop has enjoyed a distinguished career
as a financial professional. He began in 1989 working as a
life underwriter and financial advisor, then as a personal and
corporate financial planner, and is now an Investment Executive
with Infinex Financial Group, located at Bank of Canton.
Brian currently specializes in pre- and post-retirement planning
for a clientele consisting of small business owners, successful
professionals, and retired individuals. His primary objective
is to work with his clients on increasing income, reducing
taxes, and maximizing overall returns.
Brian holds FINRA Series 6, 7, 63, 66 and 24 Securities Registrations as well as Life
and Health Insurance Licenses. He has conducted seminars
for physicians throughout Boston’s top hospitals regarding
investments and necessary insurance coverage. He lives in
North Easton, Massachusetts, with his wife, LeeAnn, and their
three children: Alexandra, Nicholas and Michael.
Brian will be able to explain the advantages and benefits that
these types of accounts can offer you. He can also assist you
with other investment planning needs.