Contact Us

Please contact us with any questions or to schedule a meeting:

Telephone: 508-598-1082
Fax: 508-598-1087

Office Location:
161 Worcester Road. Suite 408
Framingham, MA  01701
 

E-mail:  Advisors
Christopher S. Borden, MBA, CRPS®
Darrell J. Canby, CFP®
Mike Flaherty, CFP®
Daniel J. Flanagan, CPA/PFS, CFP®, AEP®
Christopher P. Gullotti, MSFP, CFP®
Joelle D. Spear, CFP®

Client Service Managers
Gosia Bushko, MS
William A. Connell, CFP®, MBA, MSF
Chloe Gu, MS
David Jaeger
Deanna Marchand, MBA, CFP®

Office Staff
Susan J. Welton

 

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