Diane K. Rule
Vice President - Financial Services
BG Financial Services Group
Diane Rule has spent the past 24 years guiding people through all stages of their lives with highly personalized, effective financial planning strategies.
The services she offers include life planning, financial planning, tax planning and trust planning*.
Each relationship begins with Diane gaining a complete and comprehensive understanding of the client’s situation, needs and goals. This is the foundation from which she develops a customized investment strategy to help grow and protect their assets with the goal to have adequate funds available when they are needed.
Diane collaborates with a highly experienced group of financial experts, specializing in estate planning, property and casualty, as well as CPA’s. With this combined expertise, clients’ assets may be repositioned in order to enhance the potential for returns, minimize taxation and allow for sufficient income to pursue their objectives.
Diane spent 20 years as Principal and Owner of North Shore Financial Group of MA in Beverly before coming to BG Financial Services Group in 2012. She co-founded Enos Marine, Pier 7 Marina, which has been a thriving marine business in the heart of Gloucester for the last 18 years. With a concentrated and lengthy background in small business ownership, Diane fully understands the nuances and complexities involved in such endeavors.
Diane holds a Bachelor of Arts degree from William Woods College.
Check the background of Diane Rule, our investment professional on FINRA BrokerCheck
* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Diane Rule is a Registered Representative of LPL Financial.Securities and financial planning offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
The investment products sold through LPL Financial are not insured BankGloucester deposits and are not FDIC insured. These products are not obligations of BankGloucester and are not endorsed, recommended or guaranteed by BankGloucester or an y government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and the loss of principal is possible.