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The people who work at Roland Morin not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.




Roland B. Morin, ChFC

Roland brings a personal commitment to everything he does. As your financial planner, his sole purpose is to help you achieve your goals for the reasons that are important to you.

Roland has spent over 30 years in the financial services industry helping numerous others to pursue their goals of financial independence through financial planning.

In addition to earning the Chartered Financial Consultant designation, awarded by the American College in Bryn Mawr, Pennsylvania, Roland has the FINRA Series 6, 7, 22, and 63 securities registrations and is also registered to practice in seven states.

As a financial planner, Roland can provide a special link to your future-—a financial plan to encourage long-term growth and put you on the right track to financial freedom.

Roland believes in giving back to the community. A strong supporter of the arts, he is an active contributor to several local groups and organizations. He has also been a member of Rotary International since 1994. Roland lives in Leominster with his wife, Joan. His son, Bert, is currently a student at the University of Richmond in Richmond, Virginia.




The Corporation for Long-Term Care Certification (CLTCC) has created the long-term care insurance industry's only third party professional designation, "Certified in Long-Term Care" (CLTC). The CLTC program is a nationally recognized program that teaches financial professionals advanced concepts in Long-Term Care Planning. For more information, please visit the CLTC website.


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FL,MA,ME,NC,NH,NY,SC.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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