Francis A. LaMothe

Francis A. LaMothe

Registered Representative

Professional Profile

Fran has over 35 years of experience helping individuals, families, businesses, and their owners and executives with a wide range of custom tailored financial, investment, risk and tax management solutions.

He began his professional career in 1974 when he founded LaMothe & Associates Financial Services, Inc., a tax and accounting practice.  

Fran, along with a group of fellow representatives, formed Odyssey Wealth Management Group, LLC in 2014, to enhance the level of services provided to clients in addressing their financial planning and investment needs.

Practice Focus

Fran provides a broad range of integrated financial service strategies, including, but not limited to the following:

Ø  Wealth Accumulation, Preservation and Distribution
Ø  Comprehensive Insurance & Risk Management Solutions
Ø  Business Owner & Executive Retirement Plans
Ø  Family Business Planning Strategies
Ø  Creating a predictable, sustainable lifetime income in retirement
   
Fran’s objective is to be an essential partner to you by offering insightful guidance and creative financial strategies, to help you navigate through life’s transitions while achieving your long-term investment and financial goal.

Credentials & Professional Associations

Ø  FINRA Series 6, 63 and 26 Securities Registrations           
Ø  Life, Accident & Health Insurance Licenses
Ø  RICP® Retirement Income Certified Professional 
Ø  EA (Enrolled Agent to practice before the Internal Revenue Service)
Ø  ATA (Accredited Tax Advisor / National Society of Accountants)
Ø  ABA (Accredited Business Accountant / National Society of Accountants) 

Personal

Ø  Fran resides in East Brookfield, MA and enjoys spending time with family and playing golf.   

Phone 508-867-5117
Fax 508-867-5110