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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Office: 781-416-2900

Office: 781-237-8321

Fax: 781-416-2901

93 Worcester Street

Suite 103

Wellesley, MA 02481

California Insurance License #0F45860

JWest@FCGemail.com

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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC  (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit the Equitable Advisors website to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Click here for other important information & disclosures.

Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

California Insurance License #: Jeffrey West 0F45860; Richard Shakter 0C35964; Gerald Govatsos 0B41273; Eric Dean 4227428; Eric Bertz 0B99028

 

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www.financialcompassgroup.com

Massachusetts

Main Office

Wellesley Gateway

93 Worcester St. Suite 103

Wellesley, MA 02481

Telephone

781-416-2900

Fax

781-416-2901

Maine

Affiliate Office

1125 Lisbon St.

Lewiston, ME 04240

Telephone

207-333-3754

Fax

207-786-2508

Florida

Affiliate Office

2533 NW 63rd Street.

Boca Raton, FL 33496

Telephone

781-416-2900

Fax

781-416-2901

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