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Local Financial Services Professional & his assistant Attend National Conference in San Diego

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Fiskdale, MA June 2011 – H.D. Vest Advisor Leonard D Rea II of Fiskdale and his assistant, Danette Lamothe of East Brookfield recently attended the 25th annual National Conference of H.D. Vest Financial Services®. The National Conference was held at the San Diego Marriott Hotel and Marina in San Diego, CA, June 1-4, 2011. At the conference, Rea & Lamothe chose from customized courses and sessions by top experts, including breakout sessions, and general sessions as well as exhibits and special events. They gathered new ideas for helping their clients work toward their financial goals.

“The great thing about National Conference is the opportunity it gives Advisors and their Assistants to network and discover new ideas that can help their clients,” said Roger Ochs, H.D. Vest president. “This year’s forum focused on integrating some enhanced solutions and best practices in order to provide clients with a holistic investment approach.”

Rea & Lamothe heard from informative keynote speakers this year, including H.D. Vest President Roger Ochs, Managing Director of Investment Strategy with Wells Fargo’s Wealth Management Group Ron Florance, and Senior Vice-President of MetLife and industry-renowned thought leader Joseph W. Jordan.

Leonard D Rea II has been an Advisor with H.D. Vest since 1995. He has owned Leonard D Rea & Co in Fiskdale, MA, since 1986.  Lamothe has been his Assistant since 2006 providing behind the scenes services to their clients.

Rea  serves the needs of individuals, corporations, partnerships, trusts, estates and foundations providing traditional brokerage accounts, fee-based managed accounts, private money management, individual and business retirement plans, education planning, mutual funds, life, disability and long-term- care insurance, variable and fixed annuities, multi-generational estate planning, comprehensive tax reporting, online account access, check writing and debit cards, account consolidation and systematic investment plans.

About H.D. Vest, Inc.

Based in Irving, Texas, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 4,800 independent contractors manage over $28 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states.

H.D. Vest Financial Services® is the holding company for the group of companies providing financial services under the H.D. Vest name.

Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC,       Advisory services offered through H.D. Vest Advisory ServicesSM,

6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, (972) 870-6000.

Leonard D. Rea & Co. is not a registered broker/dealer or independent investment advisory firm.

This message brought to you by: Cormier & Rea, Inc. Sturbridge MA. Providers of Income tax planning and preparation and financial planning. For more information about this or any other issues regarding income tax planning or preparation or financial planning, feel free to contact us. Like Cormier & Rea, Inc. on Facebook for timely updates.

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