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Cynthia B

Series 63, Series 65

Gloucester, MA

OSAIC

Cynthia Bremer is a financial advisor with OSAIC Wealth Inc, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She previously worked for Royal Alliance Associates, Inc. for 34 years. Outside of her advisory role, she serves as a trustee for her parents' and brother’s irrevocable trusts and operates a sole proprietorship focused on evaluating and presenting insurance products such as long-term care and health care insurance. OSAIC Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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