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Our Team
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John Lian CLU®, AIF®

Founder | Financial Planner

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Inés Andino
Client Service Manager

John Lian CLU®, AIF®

Founder | Financial Planner

Phone: 508-722-5123

Fax: 508-519-0399

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group®, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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The Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CT, MA, NH, VT

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Click on the links for a copy of the Osaic Form CRS , and AmeriFlex Form CRS.

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

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