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Sara C. Gibbs

Sara Gibbs Wealth Management

34 Inner Harbor

Scituate, MA 02066
(330) 3294117

About Sara Gibbs Wealth Management

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

General Information

Firm Start Year

2020

CRD#

1571445

Firm CRD#

29678

Name of Broker/Dealer

American Heritage Securities, Inc

Name of Custodial Firm

WellsFargo - First Clearing

Years of Experience in Financial Services

34

Number of Years with Current Firm

2

Firm Information

Advisor's Number of Clients

100

Advisor's Number of Managed Clients

100

Advisor's Number of Planning Clients

100

Compensation and Fees

Fee Structure

Fee Only

Disclaimer

Securities and advisory services offered through American Heritage Securities, Inc. Broker/Dealer Member FINRA/SIPC. The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.