David VerMeulen | Boston, MA Financial Advisor | Adviser Investments
David VerMeulen
Wealth Advisor
617.321.2200 Schedule a Meeting
617.321.2200

David VerMeulen

Wealth Advisor


Background Experience

David began his career as an independent third party retirement plan administrator and later sold his business to Dun & Bradstreet Pension Services. This was followed by a qualified retirement plan sales and product development career with Cigna Retirement Services, Fidelity Investments and Sun Life of Canada. David’s experience includes retirement plan sales, relationship management, retirement product development and annuity design. David has a B.A. from the University of North Carolina at Charlotte and an MBA from Virginia Tech.

The Best Financial Advice I Ever Received

Buy the best quality item you can comfortably afford, quality always shines through in the long run.

Call: 617-321-2200
Address

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Charitable Giving
Estate Planning
Annuities

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