Insurance, Risk & Legacy Planning
Divorce Financial Guidance
Debt Elimination & Cash Flow Strategy
Tax Planning & Optimization
Retirement & Income Planning Services
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Protegro

Insurance, Risk & Legacy Planning
Divorce Financial Guidance
Debt Elimination & Cash Flow Strategy
Tax Planning & Optimization
Retirement & Income Planning Services
Home
About
Connect
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Protegro

Protegro, Inc. is a registered investment advisor and licensed insurance producer based in Massachusetts. We provide customized fee-only investment advisory services to individuals, families, businesses and other institutions. We also offer insurance products and services.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Please first consult a qualified financial adviser and/or tax professional before implementing any financial plan and/or investment strategy discussed herein. Past performance is not indicative of future performance.  For more disclosure information about Protegro and to view the firm's Form ADV Part 2A brochure, please see the SEC Investment Adviser lookup website at https://www.adviserinfo.sec.gov/.

Per 950 MASS. CODE REGS. 12.205(8)(a)2., 12.205(8)(f)-(h): Requiring Investment Advisers Registered in Massachusetts to Provide Clients and Prospective Clients With a Stand-Alone Fee Table, please see the Protegro Fee Table at the link here.