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Contact Us:  
Telephone: 800-385-7925
Physical Address:
586 Main Street (Rte. 6A)
Dennis, MA 02638
Mailing Address:
P.O. Box 2041
Dennis, MA 02638

Florida Office (by appt. only):
901 Venetia Bay Blvd. Suite #361
Venice, FL 34285

Pearson Financial Services will help you focus in on the two critical wealth management competencies:

Pearson Financial Services has over 35 years of
personalized service.

Pearsons Integrated Process

Lifetime Income Planning at Pearson Financial Services

Lifetime income planning is important to all families who have lived within their means and are now facing important decisions about how to make their savings and investments meet their future financial needs and lifestyle desires.

Chart Your Future Today

Under one roof, consolidate, coordinate and simplify all your financial needs

The team at Pearson Financial Services thrives on creating customized solutions to your financial complexities. The services provided are non-discretionary - - you remain in control of your assets at all times. We have a fully integrated process that incorporates financial and legacy planning, investment management, retirement planning and estate planning, all under one roof and in one office.

Pearson Financial Services can consolidate, coordinate and simplify all of your asset management, asset distribution and estate-related needs in one place. We are honored to serve as financial planners and money managers to every generation of your family, helping both you and they come to a meaningful understanding of complex issues so that your important financial decisions can be made with confidence.

Please note the following new dates for 2014 Seminars
(call for details)

Tuesday Jan 20 11:00 am - 2:30 pm
Michael's on East
1212 S.E. Ave, Sarasota, FL

Tuesday Jan 21 11:00 am - 2:30 pm

Pelican Point Golf and Country Club
499 Derbyshire Drive, Venice, FL

Wednesday Jan 22 11:00 am - 2:30 pm

Pelican Point Golf and Country Club
499 Derbyshire Drive, Venice, FL

Thursday Jan 23 11:00 am - 2:30 pm

Michael's on East
1212 S.E. Ave, Sarasota, FL

Friday Jan 24 11:00 am - 2:30 pm

Venice Yacht Club
1330 Tarpon Center Drive, Venice, FL

 

Please call the office to reserve seats 1-800-385-7925

The Five Million Dollar Gift by Seth Pearson

Confidence in understanding your overall financial situation brings a new level of freedom as you see clearly how to create and achieve your most important goals. We will help you create the legacy you wish to leave behind, while protecting you financially and enriching your life as you live it in comfort.

 

 
Contact us to begin charting your best course to a financially secure tomorrow