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Massachusetts Massachusetts

Find Retirement Planners for Retirement Planning in Massachusetts

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Massachusetts, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Massachusetts

Michael Finer

Finer Wealth Management, Inc.

530 Loring Avenue, Suite 302

Salem, MA 01970

978-740-1011

Peter Canniff

Advanced Portfolio Design, LLC

515 Groton Road
Suite 201

Westford, MA 01886

978-850-4910

Lauren D. Toli

Equitable Advisors

93 Worcester Street
Suite 103

Newton, MA 02459

617-233-4977

Spencer Betts

Bickling Financial Services, Inc

35 Bedford Street
Suite 15

Lexington, MA 02420

781-862-9792

Bob Andreola

Edelman Financial Engines, LLC

16 Chestnut St.
Suite 220

Foxboro, MA 02035

508-203-4071

Sara C. Gibbs

Sara Gibbs Wealth Management

34 Inner Harbor

Scituate, MA 02066

330-329-4117

Michael Cammarata

MSA Financial

25 Braintree Hill Park
Suite 205

Braintree, MA 02184

781-843-3500

Mark Singer CFP Author & President

Safe Harbor Retirement Planning

152 Lynnway
Suite 1A

781-599-2660

Jared Rubin

Edelman Financial Engines, LLC

25 Burlington Mall Road
Suite 405

Burlington, MA 01803

339-234-5600

Bill Keyser

UBS Financial Services

55 William St

Wellesley, MA 02481

781-446-8955

Bill Coke

The William R. Coke Group

50 Rowes Wharf, 4th Floor

Boston, MA 02110

617-654-2458

Ayaz Mahmud

West Branch Capital Llc

9 Research Drive, Suite 1
P.O. Box 2067

Amherst, MA 01004

413-256-1225

Noah French

Edelman Financial Engines, LLC

57 Wells Ave.
Suite 31

Newton, MA 02459

339-225-4970

List of Additional Retirement Planners in Massachusetts*

* Additional advisor listing is provided in partnership with Yext

Allstate Personal Financial Representative: Patrick Miner

269 Main St

Greenfield, MA 01301
508-463-8050

Shoreline Private Wealth Management - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
781-556-0071

Alan Melanson

16 Forsythe Ave

South Yarmouth, MA 02664
774-470-1756

Thomas Pavlovich - Ameriprise Financial Services, LLC

275 Martine St
Ste 300

Fall River, MA 02723
508-916-2480

Salamy Balon Wealth Management - UBS Financial Services Inc.

55 William Street
3rd Floor

Wellesley, MA 02481
508-831-1042

Boardwalk Financial

8 Merchants Road
Unit 6

Sandwich, MA 02563
508-888-8527

The Case Wealth Management Group - UBS Financial Services Inc.

2 Market Square

Marblehead, MA 01945
781-990-5158

Christopher Curley, CFP - UBS Financial Services Inc.

8 Essex Center Drive
2nd Floor

Peabody, MA 01960
978-538-1424

David Grosek - UBS Financial Services Inc.

One Post Office Square
35th Floor

Boston, MA 02109
617-261-1144

1776 Financial Services

443 East Central Street

Franklin, MA 02038
508-520-0176

Kenneth J. Martin - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
617-478-6441

Kevin Leonard - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5667

Barrett Wealth Management

1109 Washington Street

Weymouth, MA 02189
339-499-6282

Corporate Executive Consulting Group - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8267

Arsenal Financial LLC

99 Longwater Circle
Suite 204

Norwell, MA 02061
781-335-9100

Brian Wyman - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
617-451-1400

Avidia Investment Services (The McDonald Group)

17 Pope Street

Hudson, MA 01749
978-567-3645

Jefferson Correia - Ameriprise Financial Services, LLC

400 Tradecenter
Ste 5900

Woburn, MA 01801
781-569-5899

Andrew Katz - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-9644

Marty Ghiringhelli - Ameriprise Financial Services, LLC

80 Washington St
Ste E11

Norwell, MA 02061
781-792-0200

Peter Ashley Ramsay - Ameriprise Financial Services, LLC

80 Washington St
Ste E11

Norwell, MA 02061
781-792-0200

Auxano Wealth Management

2274 Washington Street

Newton Lower Falls, MA 02462
617-475-5295

Riesenberger Wealth Management Group - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8111

William Franklin Jr. - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8071

Peter Staunton, CFA, CFP - UBS Financial Services Inc.

One Post Office Square
35th Floor

Boston, MA 02109
617-261-2568

The Argus Group - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8082

John Valentine

99 High Street

Boston, MA 02110
617-242-1363

Alexander Samaras

40 Union Square

Somerville, MA 02143
617-850-1919

Jennifer Moran - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5653

Michael O'Brien

865 Washington Street

Braintree, MA 02184
617-688-7968

Sonia Andrianopoulos

415 Boston Post Road

Weston, MA 02493
617-487-6654

Greer-Rodriguez Advisors - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8332

Atlas Wealth Strategies, Inc.

85 Main Street

Hopkinton, MA 01748
508-435-5990

Barker Financial Group, Inc.

152 Conant Street
Suite 200

Beverly, MA 01915
781-743-2600

New Harbor Investment Management

1645 Falmouth Rd
Ste. 1g

Centerville, MA 02632
508-957-2449

The Caruso Group - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
617-478-6494

Joe Sciacca - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5700

Brookstone Wealth Management

351 Main Street

Oxford, MA 01540
508-987-0700

Infinex Financial Group

100 Cambridge Street
Suite 1400

Boston, MA 02114
617-422-8639

Amy Pasquarelli

1 Conant Street

Danvers, MA 01923
978-624-3399

John Curtin - Ameriprise Financial Services, LLC

175 Andover St
Ste 201

Danvers, MA 01923
877-524-5522

Tim Daley - Ameriprise Financial Services, LLC

303 Wyman St
Ste 290

Waltham, MA 02451
781-996-3026

Kastel Capital Advisors

40 Grove Street
Suite 190

Wellesley, MA 02482
888-622-2285

Gables Seaport

501 Congress St

Boston, MA 02210
857-702-9050

PeoplesBank

494 Newton Street

South Hadley, MA 01075
413-493-7460

PeoplesBank

1936 Memorial Driive

Chicopee, MA 01020
413-493-7440

PeoplesBank

1051 St. James Ave

Springfield, MA 01104
413-730-6660

PeoplesBank

314 High Street

Holyoke, MA 01040
413-493-7409

PeoplesBank

7 College Street

South Hadley, MA 01075
413-532-0133

Nationwide Insurance: Knight-Dik Insurance Agency Inc.

440 Main St

Worcester, MA 01608
508-753-6353

PeoplesBank

783 Williams Street

Longmeadow, MA 01106
413-565-2913

Alfred Schofield - Ameriprise Financial Services, LLC

1284 Main St
Unit A1

Osterville, MA 02655
508-957-9000

Karen Maloney-Hagel - Ameriprise Financial Services, LLC

324 Grove St

Worcester, MA 01605
508-796-0083

Stephen A Calderara - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-9652

Matthew Taussig - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
617-478-6435

Gary David Markoff - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-570-9588

Kenneth B Cook - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5627

Barbara Cantwell - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5700

Avi Finder - Ameriprise Financial Services, LLC

161 Worcester Rd
Ste 200

Framingham, MA 01701
508-820-2997

Brown and Walker Group - Morgan Stanley

1500 Main St
19th Fl

Springfield, MA 01115
413-734-7311

Gerry M Goldman - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-672-5261

Miracle-Ear Hearing Aid Center

33 Low Street
Room 4

Newburyport, MA 01950
978-997-7433

Oasis Financial Services - Ameriprise Financial Services, LLC

63 South St
Ste 192

Hopkinton, MA 01748
508-281-6000

The Fondo Financial Group - Ameriprise Financial Services, LLC

1 Lumber St
Ste 204

Hopkinton, MA 01748
508-497-8931

Kelly Hudak - Ameriprise Financial Services, LLC

10 City Sq
Fl 4

Charlestown, MA 02129
617-580-4163

Frank X Addonizio - Ameriprise Financial Services, LLC

450 Lexington St
Ste 202

Auburndale, MA 02466
617-910-3674

John J Pupa - Ameriprise Financial Services, LLC

218 W Main St
Ste 2

Hyannis, MA 02601
508-775-2399

Bill Cratty - Ameriprise Financial Services, LLC

80 Washington St
Ste E11

Norwell, MA 02061
781-792-0200

Michael Shulman - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5700

Kjell Christiansen - Ameriprise Financial Services, LLC

220 Forbes Rd
Ste 204

Braintree, MA 02184
781-926-0295

Judy Carryl-Young - Ameriprise Financial Services, LLC

305 N Main St
Ste 305

Andover, MA 01810
978-409-1875

Joyce Curtis

350 Park Street
Suite 107

North Reading, MA 01864
978-664-3533

TechGen Financial

1600 Providence Highway
Route 1

Walpole, MA 02081
781-806-5453

Kyle Rodegher - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-672-5124

Gregory K Cannon - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-3924

Gerard D Ciccio - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-589-3409

Roger Cummings - Ameriprise Financial Services, LLC

501 Providence Hwy

Norwood, MA 02062
781-349-8440

Robert Salamy - UBS Financial Services Inc.

55 William Street
3rd Floor

Wellesley, MA 02481
508-831-1042

Marcie D'Aleo - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-431-6731

Charles Farrington - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-570-9243

The Mutrie Group - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
617-478-6534

Asta Muldoon - Ameriprise Financial Services, LLC

275 Martine St
Ste 302

Fall River, MA 02723
508-837-6443

PeoplesBank

300 King Street

Northampton, MA 01060
413-584-0051

PeoplesBank Executive Office Park

330 Whitney Ave

Holyoke, MA 01040
413-538-9500

The Queally Waxman Angell Wealth Management Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-263-6809

PeoplesBank

1900 Wilbraham Road

Springfield, MA 01129
413-782-1922

PeoplesBank

1240 Sumner Ave

Springfield, MA 01118
413-783-3561

PeoplesBank

547 Memorial Avenue

West Springfield, MA 01089
413-733-6750

Edward Jones - Financial Advisor: Hector J Miron Dominguez

155 Main Street

Marlborough, MA 01752
508-624-7503

Stephen Coffey - Ameriprise Financial Services, LLC

230 2nd Ave
Ste 120

Waltham, MA 02451
781-622-9900

Darryl R Ruffen - Ameriprise Financial Services, LLC

175 Andover St
Ste 304

Danvers, MA 01923
978-777-8382

Tonry Insurance Group Inc.

238 Bedford St
Ste 3

Lexington, MA 02420
617-773-9200

Al Weaver - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5661

PeoplesBank

5 South Maple Street

Hadley, MA 01035
413-585-9797

PeoplesBank

1866 Northampton Street

Holyoke, MA 01040
413-493-7430

Jeffrey Wakefield - Ameriprise Financial Services, LLC

125A Pleasant St
Fl 2

Northampton, MA 01060
413-727-3895

Robert J Sanzo - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-570-9250

Maryann Johnson - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
617-570-9256

Matthew Tosh - Ameriprise Financial Services, LLC

35 Village Rd
Ste 500

Middleton, MA 01949
617-580-4203

Christopher Moschella - Ameriprise Financial Services, LLC

101 Longwater Cir
Bldg 1 Ste 202

Norwell, MA 02061
617-691-2160

Sam Webber - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-672-5404

Michael Alimi - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
617-912-3147

Daniel Bonin - Ameriprise Financial Services, LLC

4 Central St

Foxboro, MA 02035
508-543-7197

Larry Martin

250 Rockland St

Hanover, MA 02339
781-680-0150

Marilyn Zarkos

20 Island Pond Rd

Springfield, MA 01118
413-589-0112

Stephen Lubin

1200 Hancock St

Quincy, MA 02169
617-984-2257

Charles Peck

1355 Washington St

Boston, MA 02118
617-566-8065

Peter Coley

30 Brattle St

Cambridge, MA 02138
617-354-3943

Allen Sawyer

180 Main St

Saugus, MA 01906
617-217-7117

Patrick Geary

299 Chelmsford St

Chelmsford, MA 01824
978-568-2478

Heather Hersey

6 Thatcher Rd

Gloucester, MA 01930
781-849-5280

Abraham Rosenberg

690 Depot St

Easton, MA 02334
508-827-3266

Emre Oztunc

20 N Park Ave

Plymouth, MA 02360
508-732-5418

CCR Wealth Management

1800 West Park Drive
Suite 150

Westborough, MA 01581
508-475-3880

Travis Sousa

550 Tarkiln Hill Rd

New Bedford, MA 02745
508-995-5062

Michael Freeman

134 Nahatan St

Norwood, MA 02062
781-769-3234

Raskin Planning Group

175 Federal Street
Suite 1050

Boston, MA 02110
617-728-7433

REAL Financial Strategies & Solutions, LLC.

201 Jones Road
5th Floor East

East Waltham, MA 02451
781-398-8561

Brian Gerhardson - Ameriprise Financial Services, LLC

546 Tremont St

Boston, MA 02116
617-426-3416

PeoplesBank

201 North Main Street

East Longmeadow, MA 01028
413-525-4500

Salvatore Mondello

21 Fairhaven Commons Way

Fairhaven, MA 02719
508-979-1321

Rafael Svelti

97 Lowell Road

Concord, MA 01742
781-655-2363

The Javaheri Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-416-2491

Doug Cook - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-9625

The Ketchen Group - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8561

David Everts - UBS Financial Services Inc.

55 William Street
3rd Floor

Wellesley, MA 02481
781-446-8905

The Boston Center Group - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
617-748-5812

The Cullen Wealth Management Group - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8478

Danforth Wealth Management - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
978-538-1411

Michael Douvadjian, ChFC, CFP, CLU - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8555

Chapoquoit Dynamic

300 Ledgewood Place
Suite 101

Rockland, MA 02370
508-495-9555

Samuel Yawson

1283 Memorial Dr

Chicopee, MA 01020
413-589-0115

Singletary Wealth Management Group - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8116

Tagerman Wealth Management - UBS Financial Services Inc.

8 Essex Center Drive
2nd Floor

Peabody, MA 01960
978-538-1460

Bill Franklin and Hannah Wolfe - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8496

Marissa Kivett - UBS Financial Services Inc.

55 William Street
3rd Floor

Wellesley, MA 02481
781-446-8909

Matthew Gendron - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-570-9510

Dean Agelopoulos - Ameriprise Financial Services, LLC

3 Allied Dr
Ste 303

Dedham, MA 02026
781-742-7301

John Scribner, CFA - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8010

Mary Flanigan, CFP® - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-570-9453

Sherry L De Celle - Ameriprise Financial Services, LLC

38 Mahaiwe St
Ste 2

Great Barrington, MA 01230
413-717-4147

Adrienne Snapp - Ameriprise Financial Services, LLC

260 Boston Post Rd
Ste 6B

Wayland, MA 01778
508-276-1263

John Moran - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5704

Hiten Mehta - Ameriprise Financial Services, LLC

5 Mount Royal Ave
Ste 180

Marlborough, MA 01752
508-303-8144

Bryan White - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-431-6765

Heritage Financial Network Inc

97 Lowell Road
#1733

Concord, MA 01742
978-371-2954

The Leasca Group - Morgan Stanley

100 Front St
15th Fl

Worcester, MA 01608
508-751-5624

Baker Financial Group, LLC

28 Federal Street

Greenfield, MA 01301
413-773-0357

Troy E. Rothmann, Sr. - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-570-9476

Kathleen Illinger - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
508-870-7008

Sterling Bridge

60 High Street

Worcester, MA 01609
508-797-9293

ProIncome

1600 Providence Highway

Walpole, MA 02081
833-450-3119

Peter Birnie - Ameriprise Financial Services, LLC

80 Washington St
Bldg G-37

Norwell, MA 02061
781-878-5104

Goodwin, Shine and Associates - Ameriprise Financial Services, LLC

48 Federal St

Greenfield, MA 01301
413-772-0882

Cahill Davis Group

1093 North Main Street Rear

Randolph, MA 02368
617-698-5858

Stanley David, Agent

201 Jones Rd
5th Floor

Waltham, MA 02451
781-392-1745

Darrel Da Cunha - Ameriprise Financial Services, LLC

121 Mount Vernon St

Boston, MA 02108
617-367-1120

Peabody Wealth Advisors

150A Andover Street
Suite 10A

Danvers, MA 01923
978-304-1212

Mark Russo - Ameriprise Financial Services, LLC

1700 W Park Dr
Ste 100

Westborough, MA 01581
508-481-5507

Integrated Financial Partners®

100 North Parkway
Suite 201

Worcester, MA 01605
508-926-1449

Michael S. Ross, Cornerstone Financial Group

35 Corporate Drive
Suite 210

Burlington, MA 01803
781-229-0777

John Rogers - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
617-451-1400

Pella Windows & Doors of Boston

978-373-2500

PEAK Financial Services, Inc.

290 W. Main Street
Unit 5

Northborough, MA 01532
508-351-9775

Jonathan Price - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-416-2415

Pelletier Wealth Management

7 Federal Street
Suite 36

Danvers, MA 01923
978-774-4110

Retirement Income Strategies, LLC

944 Washington St
Suite 1A

South Easton, MA 02375
508-819-0352

Rolli Financial Inc.

106 Spring St
Suite 114

New Bedford, MA 02740
508-997-6100

Concierge Wealth Management

346 Commercial Street

Boston, MA 02109
617-600-4676

Viscito Financial Services

1211 Boston Rd

Springfield, MA 01119
413-782-5700

Holistic Financial & Retirement Group

1500 District Ave.

Burlington, MA 01803
781-270-1505

Lance Financial Associates, Inc

2 Winnmere Ave

Burlington, MA 01803
781-505-1941

Solano Wealth Management Group of Steward Partners

One International Place
Suite 3210

Boston, MA 02110
617-377-4416

GW & Wade, LLC

93 Worcester Street

Wellesley, MA 02481
781-239-1188

Debbra Gorczycki - Ameriprise Financial Services, LLC

551 Newton St

South Hadley, MA 01075
413-322-8250

Lincoln Investment

95 Sawyer Road
Suite 430

Waltham, MA 02453
781-647-3050

Ostberg & Associates

351 Pleasant Street
Suite D

Northampton, MA 01060
413-586-6725

Karen Johnston

390 Washington St

Wellesley, MA 02481
617-725-5723

The Ravosa Dagnoli Wealth Management Group - UBS Financial Services Inc.

One Monarch Place
Suite 1400

Springfield, MA 01144
413-785-4907

Three Rivers Financial Services

775 Quaker Highway

Uxbridge, MA 01569
508-779-7787

Flagship Harbor Advisors

769 Plain St
Suite L

Marshfield, MA 02050
781-834-1010

Zhenhua Sun

781-538-4324

Eric Takach - Ameriprise Financial Services, LLC

13 Bridle Path

Plainville, MA 02762
508-316-0852

South End Wealth Management - Ameriprise Financial Services, LLC

546 Tremont St

Boston, MA 02116
617-426-3416

Shawn Avery - Ameriprise Financial Services, LLC

40 Washington St
Ste 250

Wellesley, MA 02481
781-591-7930

Rossomando Wealth Management

170 Water Street
Suite 20

Plymouth, MA 02360
774-404-7692

Heritage Wealth Management

75 Second Avenue
Suite 605

Needham, MA 02494
781-444-7100

Congqun Jian

781-898-3395

Lai Mui Chu

781-269-5270

Daniel D'Agata - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
617-912-3153

CarrThaxton Financial Group

420 Bedford Street
Suite 330

Lexington, MA 02420
781-861-9700

Lars Lambrecht - Ameriprise Financial Services, LLC

63 South St
Ste 192

Hopkinton, MA 01748
508-281-6000

Allstate Personal Financial Representative: Peter Digangi

679 Washington St

Attleboro, MA 02703
617-610-5852

Matthew Reilly - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-431-6787

David Shnitzer - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
617-451-1400

T. A. Holland & Co.

60 State Street
7th Floor

Boston, MA 02109
617-523-5656

William Tucker Jacobs

580 Washington St

Boston, MA 02111
781-284-1755

Tushar Gala

25 Walkers Brook Dr

Reading, MA 01867
617-551-6149

Wellesley, MA Branch Office - UBS Financial Services Inc.

55 William Street
3rd Floor

Wellesley, MA 02481
781-446-8922

The McGowan Group - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
617-478-6533

The Schwartz Group - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-589-3368

Bradford J Rindler - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
617-451-1400

The Geraghty Team - Morgan Stanley

125 High Street 22nd
Floor

Boston, MA 02110
617-757-8851

Thomas L Reardon - Ameriprise Financial Services, LLC

501 Providence Hwy

Norwood, MA 02062
781-349-8440

Edward H Strachan - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-570-9276

George C. Keady III - UBS Financial Services Inc.

One Monarch Place
Suite 1400

Springfield, MA 01144
413-785-4901

Simon Carter - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-589-3292

Thomas Humphreys - UBS Financial Services Inc.

55 William Street
3rd Floor

Wellesley, MA 02481
781-446-8932

Michael Auler - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
617-478-6537

James R Vogel - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-431-6761

Retiree Financial and Insurance Services

129 College St

South Hadley, MA 01075
413-535-4400

Elena A Istratescu - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-672-5184

Steven W. Hiorns - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
617-570-9432

The Lorden-Burns Group - Morgan Stanley

125 High Street, 24th
24th Floor

Boston, MA 02110
617-748-5814

Edward Jones - Financial Advisor: Charles J Beyer

475 Longmeadow Street

Longmeadow, MA 01106
413-525-3471

PeoplesBank

610 Memorial Drive

Chicopee, MA 01020
413-612-0001

PeoplesBank

281 East Main Street

Westfield, MA 01085
413-562-1044

PeoplesBank

56 Amity Street

Amherst, MA 01002
413-259-1400

Octavia Serpa - Ameriprise Financial Services, LLC

220 Forbes Rd
Ste 208

Braintree, MA 02184
781-356-5313

Robert Morin, CFP - UBS Financial Services Inc.

One Monarch Place
Suite 1400

Springfield, MA 01144
413-785-4933

David Donovan - Ameriprise Financial Services, LLC

175 Derby St
Unit 1

Hingham, MA 02043
781-749-7747

David Lin - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-672-5132

Timothy Garrity - Morgan Stanley

45 North Street

Hyannis, MA 02601
508-790-9615

The Boston Group - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
617-478-6440

The Ironside Group - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
617-570-9050

Hirokazu (Hiro) Onuma, ChFC , RICP ,CLTC

201 Jones Road
5th Floor

Waltham, MA 02451
781-398-9131

Valor Wealth Partners

225 Franklin Street
26th Floor

Boston, MA 02110
617-648-2700

Nicholas Bollas - UBS Financial Services Inc.

55 William Street
3rd Floor

Wellesley, MA 02481
781-446-8977

Daniel Daglio - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
617-946-5112

Robert G Cormier - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
617-570-9207

Kurt A. Johnson - Morgan Stanley

125 High Street 22nd
Floor

Boston, MA 02110
617-478-6436

Allstate Personal Financial Representative: Jonathan Meyers

235 Newbury St

Danvers, MA 01923
781-315-6533

The Gobel Elterman Group - Morgan Stanley

1500 Main St
19th Fl

Springfield, MA 01115
413-736-1152

Carolyn Nolan - Ameriprise Financial Services, LLC

48 Mount Vernon St
Ste 300

Winchester, MA 01890
781-604-3001

Qiaoyan Chen

781-269-5270

The SGR Group - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8024

Peter Cotter - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8589

Trevor Byrne - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
617-478-6450

John Coughlin - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-672-5255

Damon M Deluties - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-3913

Finer Wealth Management

530 Loring Avenue
Suite 302

Salem, MA 01970
978-740-1011

William J. Bellerose Jr. - Morgan Stanley

28 State Street
26th Floor

Boston, MA 02109
617-570-9578

HomeWell Care Services

26 West St.

Beverly Farms, MA 01915
978-969-1351

Springfield, MA Branch Office - UBS Financial Services Inc.

One Monarch Place
Suite 1400

Springfield, MA 01144
413-785-4900

Eric Fallon - Ameriprise Financial Services, LLC

450 Lexington St
Ste 202

Auburndale, MA 02466
617-500-4225

The Principe Group - Morgan Stanley

125 High Street 22nd
Floor

Boston, MA 02110
617-478-6400

Pioneer Insight Wealth Consultants - UBS Financial Services Inc.

One Monarch Place
Suite 1400

Springfield, MA 01144
413-785-4948

Anthony D Marken - Ameriprise Financial Services, LLC

303 Wyman St
Ste 290

Waltham, MA 02451
781-996-3026

Palmerini Wealth Sciences

2 Burlington Woods Drive
Suite 100

Burlington, MA 01803
617-435-1239

Garon Financial Inc.

233 Needham Street
Suite 300

Newton, MA 02464
617-454-1070

Joseph Buckley

75 Gold Star Blvd.

Worcester, MA 01605
781-416-5003

Legacy Financial Advisors, Inc.

2000 West Park Drive
Suite 125

Westborough, MA 01581
508-482-9336

The Boynton Group - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-589-3273

Melissa Indelicato - Ameriprise Financial Services, LLC

230 2nd Ave
Ste 120

Waltham, MA 02451
781-622-9900

Daniel J Marean - Ameriprise Financial Services, LLC

975 Merriam Ave
Ste 208

Leominster, MA 01453
978-537-4588

Kevin P Fitzpatrick - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-589-3363

Derrick Beckwith - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
617-589-3472

Jason Jeffers

1 Conant Street

Danvers, MA 01923
603-334-6735

The Curtis Group - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-431-6700

Vaillancourt & Lefebvre Wealth Management, LLC

1533 Lakeview Avenue

Dracut, MA 01826
978-703-0020

Scott Harrison

1 Post Office Square

Boston, MA 02109
617-449-0345

Susan Potter - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-570-2947

Muldoon, Borges & Beauregard - Ameriprise Financial Services, LLC

275 Martine St
Ste 302

Fall River, MA 02723
508-837-6443

Michael Dicarlo - Ameriprise Financial Services, LLC

662 State Rd

North Dartmouth, MA 02747
508-717-3245

Mason Todd Wealth Management Group - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1832

Patrick Murphy - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1891

Steven Tenaglia, CRPC - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1821

Dean Dagnoli - UBS Financial Services Inc.

One Monarch Place
Suite 1400

Springfield, MA 01144
413-785-4911

Shelly Coville - Morgan Stanley

1500 Main St
19th Fl

Springfield, MA 01115
413-736-1101

Mary Couture

1515 Northampton Street

Holyoke, MA 01040
413-538-6304

David Zhen Xiong Li - Morgan Stanley

1 Technology Dr

Westborough, MA 01581
508-870-7001

Jonathan Mack, CRPS - UBS Financial Services Inc.

10 Chestnut Street
Suite 600

Worcester, MA 01608
508-831-1024

The Quincy Group

21 Totman Street
Suite 202

Quincy, MA 02169
617-847-4800

Lifeline Financial Partners

877-649-4015

Anthony F. Mancini - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-9658

Peter Alminas, CFP - UBS Financial Services Inc.

One Monarch Place
Suite 1400

Springfield, MA 01144
413-785-4985

The Monument Group - UBS Financial Services Inc.

10 Chestnut Street
Suite 600

Worcester, MA 01608
508-831-1024

Comprehensive Strategies

90 Route 6A
Unit 4B

Sandwich, MA 02563
508-888-2242

David Reynolds Avery, CFP, CRPC - UBS Financial Services Inc.

Crawford Square
137 North Street

Pittsfield, MA 01201
413-236-0976

Five Eleven Financial

8 Lake Street

Webster, MA 01570
508-949-8500

Legatus Wealth

200 Great Road
Suite 222

Bedford, MA 01730
781-275-1970

Paula Mogan, CFP, ADPA - UBS Financial Services Inc.

1099 Hingham Street

Rockland, MA 02370
781-982-3613

Civale & Associates - Ameriprise Financial Services, LLC

180 Paramount Dr
Ste 2

Raynham, MA 02767
508-824-3655

Bradley Baskir - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
617-959-4216

Idizinho Vaz

2 Lakeshore Center

Bridgewater, MA 02324
508-279-4136

Brian Wells - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8251

Kevin Daley - Ameriprise Financial Services, LLC

303 Wyman St
Ste 290

Waltham, MA 02451
781-996-3026

Michael Boucher - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-9638

C B Tertius Downs - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
617-589-3344

Regency Financial Group

10 Tower Office Park
Suite 600

Woburn, MA 01801
781-995-3395

Forrest C. Scaringe - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-263-6808

Tyson M Lashley - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
617-912-3167

Matthew Remis - Morgan Stanley

53 State Street 39th
Fl

Boston, MA 02109
617-589-3221

Jeremy Moss - Ameriprise Financial Services, LLC

450 Lexington St
Ste 202

Auburndale, MA 02466
617-500-4225

The 401K Concierge

160 Gould Street
Suite 212

Needham Heights, MA 02494
781-446-5008

The Griffith Wheelwright Group - Morgan Stanley

141 Longwater Drive
Ste 102

Norwell, MA 02061
781-681-4983

Timothy Hoffman - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-9629

Visper Wealth Management

51 Pullman Street

Worchester, MA 01606
508-244-4393

Stephen A Tordone - Morgan Stanley

125 High Street, 24th
Floor

Boston, MA 02110
617-946-5100

Patrick F Donnelly - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-589-3408

Chartered Course Financial Group, LLC

16 Mason Avenue
Suite 3

North Attleboro, MA 02760
508-329-3331

Cape Cod Wealth Strategies & Insurance Services, LLC

16 Forsythe Ave

South Yarmouth, MA 02664
508-776-1168

Elm Tree Capital, LLC

18 Shipyard Drive
Suite 2A

Hingham, MA 02043
781-236-0802

Gage Wealth Advisors - Ameriprise Financial Services, LLC

450 Lexington St
Ste 202

Auburndale, MA 02466
617-500-4225

Stephen Adams - Ameriprise Financial Services, LLC

700 W Center St
Ste 10

West Bridgewater, MA 02379
781-618-4804

Hyannis, MA Branch Office - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1800

Brian Gardiner, CFP, CRPC - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1880

James Foard Jr. - UBS Financial Services Inc.

One Monarch Place
Suite 1400

Springfield, MA 01144
413-785-4938

David Mason - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1847

William Todd - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1827

Rohan Mehta - Ameriprise Financial Services, LLC

5 Mount Royal Ave
Ste 180

Marlborough, MA 01752
508-481-0895

Steven Principe - Morgan Stanley

125 High Street 22nd
Floor

Boston, MA 02110
617-946-5197

Veronica Ferro

1 Post Office Square

Boston, MA 02109
617-449-0389

Pye Moiiz

731 Morrissey Blvd

BOSTON, MA 02122
617-474-7856

Jennifer Gilbert-Duffy - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-3923

Vincent Panzini - Ameriprise Financial Services, LLC

175 Andover St
Ste 201

Danvers, MA 01923
877-524-5522

Tidewater Investment Group - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1808

The Chapin Group - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1823

Alesandra Miller - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-570-9546

Corneau Wealth Management

900 Cummings Center
Suite 213T

Beverly, MA 01915
978-299-3035

Summit Financial Partners

300 Trade Center Drive
Suite 3400

Woburn, MA 01801
781-281-2287

Cabot Wealth Management

216 Essex Street

Salem, MA 01970
978-745-9233

Integrated Solutions Retirement

131 Hiller Road

Rochester, MA 02770
508-763-8919

Aric Friend

450 Boston Post Road

Sudbury, MA 01776
508-653-6016

Robert Brier - Morgan Stanley

370 Faunce Corner Rd

North Dartmouth, MA 02747
508-985-1018

Robert B Gillen - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-672-5107

Richard Dotolo - Morgan Stanley

125 High Street
24th Floor

Boston, MA 02110
617-478-6501

Munroe Morrow Wealth Management

346 Commercial Street

Boston, MA 02109
617-600-5488

Layman Financial, Craig Layman

413-351-1294

Michael Costa - Ameriprise Financial Services, LLC

600 Unicorn Park Dr
Fl 2

Woburn, MA 01801
781-938-9911

Michael Dunfee - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-9648

Capital Formation Group, Inc.

62 Walnut Street

Wellesley, MA 02481
781-237-0123

Clower Wealth Management

11 Cape Drive
Suite 18

Mashpee, MA 02649
508-477-2775

Doreen Dibari

240 Cabot Street

Beverly, MA 01915
781-258-9481

South Shore Wealth Management, Inc.

500 Victory Road
Suite 400

Qunicy, MA 02171
617-249-4484

Buzzards Bay Financial Planning

47 North Second Street
Third Floor

New Bedford, MA 02740
774-328-9106

Renaissance Wealth Advisors

275 Grove Street
Suite 2-400

Newton, MA 02466
617-663-5595

Collingwood Wealth Management

90 Canal Street
Suite 400

Boston, MA 02114
617-848-8855

Heritage Wealth Managers

3 Baldwin Green Common
Suite 302

Woburn, MA 01801
781-932-0303

Keith, Meadows & Dunn, L.L.C.

1575 Main Street

Brockton, MA 02301
508-559-5526

SFP Wealth

100 William Street
Suite 300

Wellesley, MA 02481
781-239-2000

Bradd Cuppels - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1875

Jonathan Todd, AWMA - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1832

Kurt M Carlson - Ameriprise Financial Services, LLC

30 Nagog Park
Ste 202

Acton, MA 01720
978-577-6191

Tenaglia Gardiner Wealth Management Services - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1894

Kevin Ducie - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1822

Kevin Patrick Ducie, CFP, CRPC - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1889

Liam Thomas Kennedy Butler - UBS Financial Services Inc.

1471 Iyanough Road, MA-132

Hyannis, MA 02601
508-362-1804

Daniel Hall - Ameriprise Financial Services, LLC

60 State St
Ste 2100

Boston, MA 02109
617-451-1880

Michael G McIntyre - Ameriprise Financial Services, LLC

100 Grandview Rd
Ste 322

Braintree, MA 02184
781-356-2086

Rich Van Loan - Ameriprise Financial Services, LLC

529 Main St
Ste P200

Charlestown, MA 02129
617-337-3233

Curtin and Associates - Ameriprise Financial Services, LLC

175 Andover St
Ste 201

Danvers, MA 01923
877-524-5522

Ronald Bell - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5639

Douglas E Bryan - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-589-3427

Sean P Flannery - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
781-556-0062

Edward Marshall - Ameriprise Financial Services, LLC

180 Paramount Dr
Ste 2

Raynham, MA 02767
508-824-3655

Christopher Petrik - Ameriprise Financial Services, LLC

100 Grandview Rd
Ste 210

Braintree, MA 02184
781-817-6750

Alison Palmer Meade - Ameriprise Financial Services, LLC

25 Recreation Park Dr
Ste 100

Hingham, MA 02043
781-556-0045

The Carona Group - Morgan Stanley

28 State Street 26th
Floor

Boston, MA 02109
617-589-3244

Christopher Angers - Ameriprise Financial Services, LLC

175 Derby St
Ste 27

Hingham, MA 02043
781-875-3090

SMB Financial Strategies

1666 Massachusetts Avenue
Suite 2

Lexington, MA 02420
781-863-5800

Morgan Stanley Financial Advisors

45 North Street

Hyannis, MA 02601
508-790-9600

Morgan Stanley Financial Advisors

141 Longwater Drive
Ste 102

Norwell, MA 02061
781-681-4900

Daniel Hoban - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5700

Tim Griffin - Ameriprise Financial Services, LLC

1400 Computer Dr
Ste 110

Westborough, MA 01581
508-621-5700

Michele Colarusso - Ameriprise Financial Services, LLC

63 South St
Ste 192

Hopkinton, MA 01748
508-281-6000

Morgan Stanley Financial Advisors

100 Front St 15th
Fl

Worcester, MA 01608
508-791-2311

The McDonald Group - UBS Financial Services Inc.

One Post Office Square
32nd and 33rd floors

Boston, MA 02109
617-439-8484

John Lanahan - Ameriprise Financial Services, LLC

501 Providence Hwy

Norwood, MA 02062
781-349-8440

Albanese/Kennedy Bruce Group - Morgan Stanley

35 Village Rd
Ste 601

Middleton, MA 01949
978-739-9656

John Handrahan - Ameriprise Financial Services, LLC

75 2nd Ave
Ste 560

Needham, MA 02494
781-453-9600

Bibek Das - Morgan Stanley

112 Worcester Street

Wellesley, MA 02481
781-431-6772

John Tritle - Ameriprise Financial Services, LLC

101 Longwater Cir
Bldg 1 Ste 202

Norwell, MA 02061
781-982-0155