Commonwealth Financial Group
Jason Luck has over 20 years of experience in the financial services industry, currently serving as a Financial Advisor at Commonwealth Financial Group since October 2013. Jason specializes in a wide range of financial products and services, including individual life, disability income, and long-term care insurance, along with asset accumulation strategies for families, businesses, and institutions. Previously, Jason worked as a Financial Representative at The Bulfinch Group and held similar roles at Securitas Financial Group, Boston South Financial Group, and IBT. Jason holds a Bachelor of Science degree in Economics from Assumption University and a diploma in General Studies from Boston College High School.
Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.