Vanderbilt Insights

Vanderbilt Welcomes David Laliberte

David Laliberte has 17 years of experience as a Financial Advisor. David was with Bishop Rosen & Company for 10 years and became the Branch Manager for the Massachusetts OSJ in 2010. David holds series 7, 63, 65, 24 and Life, Accident & Health Insurance licenses and achieves success by working together with his clients to build an individualized, sound financial platform from the ground up. David joins Vanderbilt as the Branch Manager for the new Hudson OSJ.

Please join us in welcoming David!

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We work with you to design custom retirement plans, including 401(k) plans, profit-sharing plans, and defined benefit plans that provide tax advantages while helping you

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Protecting your legacy is paramount. Our trust and estate planning services ensure that your wealth is preserved and transferred according to your wishes, minimizing tax

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