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Linden Financial Group

Linden Financial Group
Categories

Financial Advisors and Services

About Us

Linden Financial Group is an independent practice serving individuals, families and business owners. At Linden Financial Group, we focus on financial freedom. Together, we define your vision of financial freedom and formulate goals that are both relevant and realistic for you. Your vision and goals provide the framework for a customized long-term financial strategy.

Clients have access to comprehensive financial planning, fee-based asset management, retirement and business planning and risk management strategies.

Charlene K. Dolan is a CERTIFIED FINANCIAL PLANNER professional, Accredited Investment Fiduciary® designee, General Securities Representative and Life, Accident & Health insurance agent.

Danielle S. Holmes is a Chartered Retirement Plan Counselor professional, Accredited Investment Fiduciary® designee, General Securities Representative and Life, Accident & Health insurance agent.

John R. MacDonald is an Accredited Investment Fiduciary® designee, General Securities Representative and Life, Accident & Health insurance agent.

Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed Insurance products and services offered by Dolan Financial Services or CES Insurance Agency.

Highlights

  • Comprehensive Financial Planning
  • Fee Based Asset Management
  • Retirement Planning
  • Retirement Income Strategies
  • Life, Long-Term Care and Disability Insurance

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Rep/Contact Info

Ms. Charlene K Dolan, CFP®
Financial Planner
Mrs. Danielle Holmes, CRPC®
Financial Planner
John R MacDonald
Client Service Manager

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