Independent Financial Services for Small Business
Financial Advisors
Financial consultants for independents and small business owners.
Donna offers a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. She takes the time to understand your needs, explain different options to you, and earn your trust before offering possible solutions. Additionally, your financial situation is bound to change, she works with you over time to monitor your progress and help ensure you are on track to achieving your goals.
Chris has a passion for educating individuals, families, and businesses about their finances by empowering them with proper education and resources through a hands-on, tailored, and client-centric process to assist them in achieving the maximum wealth possible given their lifestyle choices. He is a member of the Association of Financial Educators, a nationwide 501(c)(3) non-profit, speaker’s bureau comprised of financial professionals in dozens of fields and has spent the last decade working in the financial services industry.
Igor is a division leader for Primerica Financial Services. He has over 13 years’ experience assisting local businesses and families with their finances. His business originated in the Mid-Atlantic region (PA, NJ, MD, DE) and has recently expanded into the Boston area which he now calls home. Igor is focused on building new connections and business partnerships to further develop New England.
About The MTM Network by The MTM Institute
We grow local economies by bringing business owners together for strategic collaboration. All are welcome to come, connect and collaborate locally and online. To remain accessible, we are a free business network hosted by The MTM Institute, a 501(c)3 nonprofit organization registered with the Internal Revenue Service.
The MTM Institute strives to empower vulnerable communities, including low-earners, veterans, and survivors of violence and abuse. Our mission is to create safe and accessible spaces for the growth of local economies.
Fueled completely by the generosity of MTM Network volunteers and donors, we support new and growing entrepreneurs, artists, and organizers with educational programs, business services, and inspiration. Our educational programs teach mindful business management through executive leadership, time management, and money management mentorship.
Connect with us at https://mtminstitute.org/joinfree.
