Reid helps the individuals, families and business owners within his community navigate their financial complexities, and also implement sound financial strategies to protect their lifestyles. He leverages the teams of specialists at The Bulfinch Group, as well as his extensive CPA knowledge, to meet the full range of his clients’ needs. With a primary focus on asset protection and wealth accumulation strategies, Reid works closely with his clients to educate them on how to become financially organized in order to mitigate unnecessary financial costs and losses, while also uncovering beneficial financial opportunities. Some outcomes include:
- Wealth building
- Asset and income protection
- Creating cash recovery strategies
- Maximizing retirement income
- Minimizing income and estate taxes
- Education funding
- Estate and charitable planning
Prior to joining The Bulfinch Group, Reid was a CPA for a major regional public accounting firm, responsible for leading audit and consulting engagements with clients that range from small, non-profits to billion dollar hospitals. Reid has also been a client of The Bulfinch Group long before deciding that he wanted to help others the same way the planning at The Bulfinch Group helped him.
Reid holds a Bachelor’s and Master’s degree in Accounting from The University of New Hampshire. A New Hampshire native, Reid is originally from North Conway and currently resides in Portsmouth. Reid enjoys all that New Hampshire and New England have to offer, including golf, skiing, working out and is open to try pretty much any sport.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.