Gerald J. Robillard


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IFW Certified Professional
Gerald Robillard Financial Advisor
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Massachusetts

LICENSES & ACCREDITATIONS

Registered Investment Advisor (RIA), Retirement Income Specialist, Life, Accident & Health Licensed, Annuity & Long Term Care Licensed

AREAS OF EXPERTISE

Retirement Income Planning, Asset Maximization, Wealth Protection, Annuity Specialist

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For over 35 years, Gerald J. Robillard has been providing comprehensive financial services to pre-retirement and retired investors.

Mr. Robillard graduated from Bentley University with a Bachelor of Science in accounting. Gerald then went on to get his Master’s in Business Administration from Suffolk University.

After graduation, Gerry was hired as a Financial Auditor by the prestigious firm Price Waterhouse & Co. He successfully passed his CPA exams and became a Certified Public Accountant in the Commonwealth of Massachusetts.

Subsequent to his public accounting experience, Gerry went on to become a Financial Administrator for the Lahey Clinic Foundation and Boston’s Children’s Hospital.

In 1982 Gerry founded Gerald J. Robillard & Co. to provide families and individuals with the same level of financial services that he had been providing to businesses and hospitals.

In 2015 Gerry transitioned his brokerage business into the Registered Investment Advisor (RIA) community. As an Investment Advisor Representative (IAR), Gerry created GJR Financial Inc., an independent investment advisory firm providing retirement planning services and investment management strategies for clients on a fiduciary basis. Services that always act in the clients best interest.

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