Joseph Latona
Joseph Latona is a CFP-designated registered investment advisor at Goldfinch Financial, INC., based in Manchester, NH, with 20 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Goldfinch Financial charges $250 per hour for financial planning and consulting services. The total cost will be estimated at the start of the relationship, and you'll be notified if it might exceed that estimate.
Location
21 College Road, Manchester, NH, 03102-1401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an agent for Goldfinch Financial selling non-variable insurance products, including fixed life/annuities, disability insurance, long-term care, dental, group benefits, and Medicare supplements/advantage/drug coverage, dedicating about 10-20% of his time. He also acts as a notary (minimal time) and offers hourly consulting and fee-based plans through Goldfinch Financial, Inc., a registered investment advisor, spending a few hours per week. Joseph also has a real estate rental property in a family trust.
Employment History
Current Registrations
Goldfinch Financial, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
Signator Investors, INC.Broker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.