Asset management &
Risk Mitigation Services
Helping to preserve your had earned money while working together to grow it.
Ramses Losier seeks to bring investment, Insurance and education, retirement, estate, and tax planning strategies into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. In roles of both analyst and coach, Ramses recommend tailored, practical solutions, explain complex issues and guide clients through implementation.
Ramses believes financial peace comes from having a plan-which is the basis for all the other decisions. He is an Investment advisor, and he holds insurance licenses and securities registrations. He believes in listening to his clients and creating customized financial plans based on their unique needs and goals. More than being a financial advisor acting in the best interest of his clients, Ramses believe in the timeless principle known as the Golden Rule: treat others the way you want to be treated.
Ramses is the proud dad of his beautiful daughter, Valerie. He resides in Marina bay, Quincy, Massachusetts where his firm is based. He enjoys traveling, spending time with his family and is an avid soccer fan.