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Jarad M

CFP®, Series 63, Series 65

Rockland, MA

Diversify Advisory Services, LLC

Jarad Minsky is a CFP®-certified financial advisor with 20 years of industry experience, currently with Diversify Advisory Services, LLC. He has held roles at Commonwealth Financial Network and has been the owner of Minsky Financial Group, LLC. Outside of advisory work, he manages Minsky Financial Group, a private entity facilitating advisory and insurance business. Diversify Advisory Services serves a broad client base including individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management options and fee structures to suit different client needs.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Jennifer G

Series 63, Series 65

Rockland, MA

Diversify Advisory Services, LLC

Jennifer Goddard is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Minsky Financial Group, Doyle & Minsky Financial, and Eagle Strategies. She has also maintained long-term involvement with Hunter Pace Consignment and Levaland Farm LLC outside the financial sector. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers various portfolio management and consulting services tailored to client goals.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Christopher D

Series 63, Series 65

Rockland, MA

Diversify Advisory Services, LLC

Christopher Donovan is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eagle Strategies (NY Life) and Harding Financial & Insurance. He also works as an independent contractor brokering non-registered insurance products with outside carriers. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Matthew A

CFP®, Series 63, Series 66

Rockland, MA

Diversify Advisory Services, LLC

Matthew Angel is a CFP® with 15 years of industry experience. He is currently with Diversify Advisory Services, LLC and DFPG Investments, LLC, having previously worked at Eagle Strategies (NY Life), Harding Financial and Insurance, NYLIFE Securities LLC, and New York Life Insurance Company. He is also active as an insurance broker for non-registered insurance products. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification investment approach with customized asset allocation, offering multiple delivery platforms and access to alternative investments, alongside various fee structures for planning and consulting engagements.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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