About Jim

Luke Noble is a Financial Services Representative, Financial Planner, and a  Investment Adviser Representative at Lucas Noble Financial. Luke is committed to giving each and every one of his clients the most appropriate and honest recommendations to fit their unique financial needs. He aims to give his clients the very best of service, and strives to build a strong relationship with every client and become a lifelong resource for them and their families.

James E Rose IV CFP®


Jim is a Financial Services Representative, and an  Investment Adviser Representative. Jim is committed to giving each and every one of his clients the most appropriate and honest recommendations to fit their unique financial  circumstances. He aims to give his clients the very best service, and strives to build a strong relationship with every client and become a lifelong resource for them and their families.

Jim helps his clients create a strategy to meet their financial goals through accumulating and preserving wealth. Jim's clientele ranges in age and profile, as he has numerous resources that allow him to assist any person in building their financial freedom ..kio....

Tim is a registered representative and maintains his Series 7, 6 and 63 licenses as well as his Life, Accident and Health licenses.

He is a registered representative and maintains his series 7, 6, and 63 registrations as well as life accident and health licenses. Jim is licensed to do business in Massachusetts, New Hampshire and Florida.

Jim his wife Jenna son James and daughter Ella reside in Bedford, Massachusetts. Before moving to Bedford he spent his childhood years living in Hampton, New Hampshire. Jim's charitible interests include working with the Crohn's and Colitis Foundation of America. In his sparetime he enjoys playing golf, cycling and basketball.

 

 

James E Rose IV CFP®

Financial Planner

Financial Services Representative

 

 

134 Turnpike Road Suite 300

Southborough, MA 01772

(T) (774) 843-4935

(F) (774) 843-4980

Jerose@baystatefinancial.com

www.jimerose.com

https://coverpath.massmutual.com//?fg=James-Rose-583117

 

 

 

 

 

Luke helps his clients create a strategy to meet their financial goals through accumulating and preserving wealth. Luke's clientele ranges in age and profile, as he has numerous resources in and out of MetLife that allow him to assist any person in building their financial freedom ..kio..