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Gerald Govatsos

Gerald Govatsos

Financial Professional
Founding Member

Phone: (781) 416-2900 ext. 228
Fax: (781) 416-2901
E-mail:
 

Jerry Govatsos is a founding principal member of Financial Compass Group, LLC and a former high school English teacher.  Jerry's love of teaching others combined with his strong desire to make a difference in the lives of his clients has culminated in more than 40 years' experience building prudent planning strategies that have saved many businesses and families from suffering devasting financial loss.

 

Jerry works extensively in the areas of life, disability and long term care insurance for individuals, families as well as group benefits, succession and tax-planning strategies for business owners.  His honesty, industry insights and connections to centers of influence across myriad of industries has helped Jerry consult numerous generations of clients and their successors.  These long-term relationships have given him inside knowledge of each client's family dynamic which enables him to better protect and preserve their assets and business viability through proper comprehensive planning.

 

Jerry is instrumental in bringing the right legal and financial professionals together to make sure that complex estate and business plans are not just discussed and outlined but that they are implemented promptly and correctly.  Jerry naturally takes on the role of care-taker in escorting client through the challenging process.

 

As an individual of integrity and compassion, Jerry also has personal causes that he actively supports, such as the MINDlink foundation which seeks treatments and cures for individuals and families affected by neurodegenerative diseases.

 

On the home front, Jerry can proudly be found on the weekends with his daughters and grandchildren at the family compound located in Cape Cod, affectionately called "Ground Zero."

 

Gerald A. Govatsos is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and an agent who offers annuity and insurance products through AXA Network, LLC (AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, AXA Network of Puerto Rico, Inc. in PR).  Financial Compass Group, LLC is not owned or operated by AXA Advisors or AXA Network.  CA Insurance Lic. #0B41273. AGE119400 (10/16) (exp 10/18)

 

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California Insurance License #: # 0B41273


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck