Carl Scheinman, Financial Services Manager

Carl Scheinman has an extensive background in working with alternative retirement strategies, including 401(k) plans, 403(b) plans, simple 401(k) plans, as well as life, health and disability insurance. Working in the financial services industry since 1983, Carl is also a pension consultant who advises trustees, administrators and participants in all aspects of retirement fund management.

Carl takes a professional, mentoring approach to helping you meet your financial goals. Prior to his career in financial services, he was an educator, administrator, and educational program developer. He listens to your needs, and helps you make the right choices to prepare a financial plan that meets your goals. He helps you decide what you really need for short- and long-term goals, and find the best ways to meet your needs. Call Carl Scheinman today at (508) 541-5696 to schedule a confidential no-obligation consultation of your financial goals or request an appointment here.

At this time, our financial professionals are licensed to sell insurance and securities products in the states of MA, CT, RI, NH and FL only and are unable to provide these services to individuals outside of this area. Not all products are available in all states.

Securities offered through Clary Investment and Insurance Planning Corporation, North Easton, MA, a broker dealer registered with the FINRA, Member SIPC. Please consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The investor may obtain a prospectus from the representative, Carl Scheinman, or directly from the mutual fund/variable annuity company. The prospectus should be read carefully before investing.

Financial Planning Services and Investment Advisory Services are offered through Genesis Capital Advisors, Inc, Stoughton, MA, an SEC registered investment advisor. Genesis and its investment advisor representatives are solely responsible for the services they provide. Each representative will provide their own disclosure documentation further describing their services.

Insurance services are provided by The Winnick Insurance Agency, Wellesley Hills, MA.

Dean Bank is not affiliated with Clary Investment & Insurance Planning Corporation, Genesis Capital Advisors, Inc, or The Winnick Insurance Agency.

Not FDIC Insured. Not a Deposit Product. May Lose Value. No Bank/Affiliate Guarantee. Not a Condition of Any Bank Service. No Guarantee of Insurance Underwriter Performance.