Paul Pignone
Advisor at Beck Bode LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Beck Bode LLC
Location
Salem, NH 03079
Credentials
CFP®, ChFC®, Series 63
Industry experience
25 years
About
Paul Pignone is a financial advisor with Beck Bode LLC in Dedham, MA, holding the CFP®, ChFC®, and Series 63 designations and bringing 25 years of industry experience. He has worked with Beck Bode Wealth Management since 2018 and Boston Retirement Advisors since 1996. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities in the utilities sector, to tailor investment decisions according to client goals and risk tolerance.
Client services
Based on Beck Bode LLC
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Financial consulting and tax services
Fee options
$500 to $12,000 for financial planning
Negotiated up to 3% annually
Location
103 Stiles Road, Suite 203
Salem, NH 03079
Most active in
Paul P has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Work history
Beck Bode Wealth Management, Llc
2018 - Present (8 years)
Boston Retirement Advisors, Inc.
1996 - Present (30 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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