Andrew Girouard is a Financial Consultant for The Capstone Planning Group. He holds various licenses including his Series 7 Securities License, Series 66 Investment Advisor License, and Insurance Licenses.
Mr. Girouard specializes in areas such as retirement income planning, long-term asset management, and asset protection strategies. He enjoys learning about each client's individual needs and developing a financial plan to achieve their goals.
Mr. Girouard is a graduate of Worcester State College where he studied Finance and Economics. He currently resides in Sutton, MA and enjoys volunteering within the community. In his spare time, he enjoys fishing, kayaking, and training his hunting dog. He is an avid hiker and working to climb all forty-eight of New Hampshire's 4,000ft mountains.
The Capstone Planning Group | Located at Cornerstone Bank
Direct Phone: 508-764-0046
200 Charlton Road [Suite B]
Sturbridge, MA 01566
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Capstone Planning Group or Capstone EDGE, and may also be employees of Cornerstone Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cornerstone Bank, The Capstone Planning Group, and Capstone EDGE.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Conveniently located at Cornerstone Bank