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Our Advisors


How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Advisors

Micheline Dagher | AAMS® CRPC®

President/Financial Advisor | National Social Security Advisor Certificate Holder

(781) 365-8383

It used to be that people retired with the stability of a pension income, full Social Security benefits, and an amount of savings in the bank. Living expenses were covered by fixed income sources, most people had their houses paid off,...

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Joseph Baaklini | AAMS®

Financial Advisor

(781) 365-8383

"Everybody has a plan until they get punched in the mouth." Mike Tyson Joseph brings a strong perspective to Dagher Financial with his leadership experience as a Global Director at one of the largest fortune 500 companies. Joseph holds...

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