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membership listing |
NORFOLK AND PLYMOUTH ESTATE
AND
BUSINESS PLANNING COUNCIL
ROSTER
MEMBERS AS OF SEPTEMBER 1, 2008
The
Norfolk and Plymouth Estate and Business Planning Council Roster is for
the exclusive and intended use of its members. Any other use without the
written consent of the Executive Committee Members of the Norfolk and Plymouth
Estate and Business Planning Council is prohibited.
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Spuhler
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Eleanor
M.
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National
Assoc. of Estate
Planners
& Councils
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1120
Chester Avenue, Suite 470
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Cleveland,
OH
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44114
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866-226-2224
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216-696-2582
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www.naepc.org
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ATTORNEYS AT LAW
| Cody, J.D., LL.M. | Jamie Nadeau | Cody & Cody, LLC |
One
Pine Hill Drive
Batterymarch
Park II, 5th Floor
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Quincy, MA | 02169 | 617-472-5151 | 617-472-5252 | jamie.cody@cody-cody.com | www.cody-cody.com | |
| Correa, P.C. | Donald J. | Quinn & Correa, P.C. | 59 Court Street | Plymouth, MA | 02360 | 508-746-1930 | 508-747-1389 | quinnandcorrea@hotmail.com | ||
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Fedele,
Esq.
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John E. |
Fedele
and Murray, P.C.
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17 Walpole
Street
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Norwood,
MA
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02062-3318
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781-551-5900
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781-551-9035
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Fish, Jr.,
Esq., LL.M.
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S. Robert |
Lander
& Lander, P.C.
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160 Cochituate
Road
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Framingham,
MA
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01701
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508-879-0046
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508-879-1880
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| Geurden, Esq. | Robert M. | Brier & Geurden LLP | 160 Gould Street, Suite 320 | Needham, MA | 02494 | 781-453-0030 | 781-239-8909 | rgeurden@brierlaw.com | ||
| Gorfinkle, Esq. | Robert A. | Law Offices of Robert A. Gorfinkle | 1000 Washington Street | Braintree, MA | 02184-5456 | 781-843-5030 | 781-848-3051 | bob.gorfinkle@verizon.net | ||
| Kaufman, Esq. | Brett A. | Schlossberg & Associates, P.C. | 35 Braintree Hill Office
Park
Suite 204 |
Braintree, MA | 02184 | 781-848-5028 | 781-848-5096 | bkaufman@sabusinesslaw.com | ||
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Kirchick,
Esq.
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William D. |
Bingham
& McCutchen, LLP
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One Federal
Street
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Boston,
MA
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02110
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617-951-8590
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617-951-8736
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Kozol,
Esq., MST
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Mark S. |
Clarke,
Snow & Riley, LLP
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25 Newport
Ave. Ex., Suite 100
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No. Quincy,
MA
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02171
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617-773-9944
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617-773-9292
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Leahy,
JD, LLM
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Mark A. |
Whittum
& Leahy
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738 Main
Street
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Hingham,
MA
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02043-3327
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617-328-1595
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781-878-3116 | |||
| Leerink | Amy R. | Law Office of Robert L. Allen, Jr., LLP | 300 Washington Street, 2nd Fl. | Brookline, MA | 02445 | 617-383-6000 | 617-344-7738 | aleerink@comcast.net | ||
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Lewis,
Esq.
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Lawrence L. |
Zalcman
& Lewis
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77 Franklin
St., 4th Fl.
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Boston,
MA
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02110
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617-723-2525
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617-723-3163
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www.zalcmanlewis.com | ||
| Mulvey | Kathleen H. | Delaney & Muncey, P.C. | 38 Resnick Road, Suite 300 | Marshfield, MA | 02050 | 781-837-4265 | 781-837-4265 | kmmulvey@verizon.net | ||
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Muncey,
Jr., Esq.
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Peter N. |
Delaney
& Muncey, P.C.
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38 Resnick
Road, Suite 300
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Plymouth,
MA
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02360
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508-746-2200
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508-830-0917
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www.delaney-muncey.com
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Muratore
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Kristin |
Triffletti
& Costa, P.C.
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124 Long
Pond Road
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Plymouth,
MA
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02360
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508-746-1474
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508-747-1971
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www.plymouthlaw.com | ||
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O'Neil,
Jr., Esq.
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Michael G. |
100 Recreation
Park Drive
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Hingham,
MA
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02043
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781-837-1040
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781-735-6400
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www.mgoneillaw.com
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Osganian,
Esq.
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Brian G. |
Schneider,
Schneider & Assoc.
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35 Braintree
Hill Office Park, #401
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Braintree,
MA
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02184
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781-843-6601
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781-849-6772
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Pellegrini,
Esq.
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Frederick N. |
Law Office
of Frederick N. Pellegrini
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30 Eastbrook
Road, Suite 401
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Dedham,
MA
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02026
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781-329-1060
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781-320-9935
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Pollex,
Esq.
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Dagmar M. |
Law Offices
of Dagmar M. Pollex, P.C.
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45 Braintree
Hill Office Park, Suite 102
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Braintree,
MA
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02184
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781-535-6490
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781-535-6491
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Reynolds,
III, Esq.
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John T. |
Fox &
Reynolds
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683 Main
Street
P.O. Box 161 |
Norwell,
MA
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02061
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781-659-7913
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781-659-0496
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Riccio
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Laura Fedele |
Fedele
& Murray, P.C.
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17 Walpole
Street
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Norwood,
MA
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02062-3318
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781-551-5900
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781-551-9035
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www.FedeleAndMurray.com
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Scanlan
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Timothy J. |
Bass, Doherty
& Finks, P.C.
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40 Soldiers
Field Place
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Boston,
MA
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02135
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617-787-5551
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617-787-4963
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Schlossberg,
Esq.
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Jeffrey M. |
Schlossberg
& Associates, P.C.
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35 Braintree
Hill Office Park, Suite 303
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Braintree,
MA
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02184
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781-848-5028
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781-848-5096
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Sullivan
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Christopher J. |
Baker,
Braverman & Barbadoro, PC
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50 Braintree
Hill Park #108
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Braintree,
MA
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02184
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781-848-9610
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781-848-9790
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Tierney
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James M. |
Cody &
Cody LLC
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One
Pine Hill Drive
Batterymarch
Park II
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Quincy,
MA
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02169
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617-472-5151
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617-472-5252
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www.cody-cody.com | ||
| Tierney | Paul R. Jr. CPA, Esq. | Connolly & Tierney | 1147 Hancock Street | Quincy, MA | 02169 | 617-786-9703 | 617-786-9704 | PTierney@ConnollyTierney.com | ||
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Zalcman
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Lawrence C. |
Zalcman
& Lewis
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77 Franklin
St., 4th Floor
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Boston,
MA
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02110
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617-723-2525
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617-723-3163
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www.zalcmalewis.com | ||
CERTIFIED PUBLIC ACCOUNTANTS
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Barry,
CPA/PFS, CFP, MST
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Timothy |
Needel,
Welch & Stone, P.C.
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1001 Hingham
Street
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Rockland,
MA
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02370
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781-982-1001
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781-982-9103
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Donovan,
CPA
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Rickard D. |
Donovan,
Sullivan & Ryan, CPAs
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265 Washington
Street
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Westwood,
MA
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02090-2321
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781-329-1690
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781-329-3002
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Green,
CPA, MST
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Sol |
Green &
Green, LLC
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725 Canton
Street
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Norwood,
MA
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02062-2679
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781-702-6055
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781-702-6063
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Heshion,
CPA, MST
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Eric A. |
Cunningham,
Macey & Heshion, P.C.
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175 Derby
St., Suite 19
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Hingham,
MA
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02043
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781-740-8810
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781-740-8296
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Hurley,
Jr., Esq., CPA
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William T. |
G.T. Reilly
& Company
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424 Adams
Street
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Milton,
MA
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02186
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617-696-8900
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617-698-1803
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Kristian
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Christopher |
The Westport
Group
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100 Grandview
Road, Suite 412
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Braintree,
MA
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02184
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781-380-1015
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781-356-1065
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| Ludwig, CPA/PFS, CFP | Judith D. | Braver Wealth Management, Inc. | 25 Christina Street | Newton, MA | 02461 | 617-969-0223 | 617-969-0224 | judyludwig@thebravergroup.com | www.thebravergroup.com | |
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Magyar,
CPA, MST
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Carol A. |
G.T. Reilly
& Co.
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424 Adams
Street
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Milton,
MA
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02186
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617-696-8900
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617-698-1803
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| Martin, CPA | Kevin P. | 10 Forbes Road | Braintree, MA | 02184 | 781-380-3520 | 781-380-7836 | kmartinsr@kpmonline.com | |||
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McCarthy,
CPA, MST
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Susan J. |
Kirkland,
Albrecht & Fredrickson, P.C.
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10 Forbes
Road West
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Braintree,
MA
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02184
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781-356-2000
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781-356-5450
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Metrakas,
CPA
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Christos H. |
221 Boston
Post Road - East
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Marlboro,
MA
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01752
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508-481-4047
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508-460-6005
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Morrissey,
CPA/MST
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Michael E. |
Kesner,
Godes & Morrissey, LLC
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15 Pacella
Drive, Suite 200
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Randolph,
MA
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02368
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781-821-9900
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781-821-2826
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Rickard,
CPA, MST, CFP
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Wesley H. |
Quin Rickard,
Lipshires & Grupp, LLP
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1410 Providence
Highway
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Norwood,
MA
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02062
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781-551-0040
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781-551-0933
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Shulman,
CPA, Partner
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Joseph M. | Sharkansky & Company LLP |
1350 Belmont
Street
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Brockton,
MA
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02301
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508-584-2120
X325
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508-583-8132
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CHARTERED LIFE UNDERWRITERS
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Carey-Neville,
CLU, ChFC
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Noreen |
Partners
Benefit Group, Inc.
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261 Washington
Street
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Weymouth,
MA
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02188
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781-337-4598
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781-337-1786
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www.partnersbenefitgroup.com | |
| Connolly, CLU, ChFC/CFS, RFC, CSA | Joseph C. | Connolly & Associates, Inc. | 124 Washington St.,
Suite 201 Pine Brook Office Part |
Foxborough, MA | 02035 | 508-698-3344 | 508-698-3343 | connollyjoseph@hotmail.com | www.connollyassociates.com |
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Donadio,
CLU, ChFC
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Peter S. |
280 Lyman
Road
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Milton,
MA
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02186
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617-698-5484
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617-698-6429
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Dubin,
Principal
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Steven H. |
Williams
& Dubin, Inc.
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1266 Furnace
Brook Parkway
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Quincy,
MA
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02169
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617-786-1625
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617-786-9486
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| Frawley, CLU | Gary B. | Guardian
Insurance Co. |
140 Kendrick Street
C-1 East |
Needham, MA | 02494 | 781-292-3225 | 781-449-4462 | gfrawley@glic.com | |
| Getchell, Jr., CLU, ChFC, MSFS | Albert H. | 8 Tupelo Terrace | East Sandwich, MA | 02537 | 508-364-0261 | 508-888-3678 | agetchell@investorscapital.com | ||
| Gorham, CLU | John S. | The Bulfinch Group | 140 Kendrick Street
C-1 East |
Needham, MA | 02494 | 781-292-3290 | 781-449-4462 | jgorham@bulfinchgroup.com | www.bulfinchgroup.com |
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Marcus,
CLU
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Mitchell |
Marcus
Insurance Benefits
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183 Whiting
St., Suite 15
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Hingham,
MA
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02043
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781-749-2151
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781-749-2172
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www.mitchmarcusclu.com |
TRUST OFFICERS
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Assad,
VP.
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Thomas W. |
U.S. Trust
Company
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225 Franklin
Street
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Boston,
MA
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02110
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617-897-3133
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617-897-5155 |
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| Costello, Sr. V.P.
Investments |
Gina | UBS Financial Services, Inc. | 100 Federal Street | Boston, MA | 02110 | 617-261-2678 | 617-261-1129 | gina.costello@ubs.com | ||||
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O'Neil,
Jr., Sr. V.P.
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James M. |
Cambridge
Appleton Trust
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45 Milk
Street
9th Floor |
Boston,
MA
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02109
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617-441-4296
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617-542-6877
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Perry,
V.P. & Trust Officer
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Susan Sartini |
Plimoth
Investment Advisors
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38 Resnik
Road, Suite 202
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Plymouth,
MA
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02360
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508-591-6203
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508-747-9614
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Preston,
Asst. V.P. & Tr. Officer
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Viki A. |
Bridgewater
Savings Bank
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14 Main
Street
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Bridgewater,
MA
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02324-1407
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508-884-5772
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508-884-5792
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Schleicher,
V.P. & Trust Officer
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Brenda C. |
Plimoth
Investment Advisors
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38 Resnik
Road, Suite 202
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Plymouth,
MA
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02360
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508-591-6204
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508-747-9614
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Talbot,
Sr. Vice President
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Peter H. |
U.S. Trust
Company, N.A.
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225 Franklin
Street, 3rd Floor
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Boston,
MA
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02110
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617-897-3132
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617-897-5155
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CERTIFIED FINANCIAL PLANNERS
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Bicknell,
ChFC, CFP
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Jon T. |
Integrated
Financial Partners
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200 Fifth
Avenue, 6th Floor
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Waltham,
MA
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02451
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781-890-3045
X279
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781-890-5624
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Blaisdell,
President
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Robert | Boston South Financial Solutions, Inc. |
160 Old
Derby Street, Suite 263
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Hingham,
MA
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02043
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781-749-1104
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781-749-1145
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neak52@yahoo.com
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Derderian,
CFP, VP
Investments/ Financial Planner |
Laura |
Banc of
America Investment Services, Inc.
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2221 Washington
Street
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Newton,
MA
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02462
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617-831-3599
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617-831-3628
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Dinaro,
CFP
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C. Edward |
Nutter
Investment Advisors
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World Trade
Center West
155 Seaport Blvd. |
Boston,
MA
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02210-2604
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617-439-2535
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617-310-9535
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Duffy,
J.D., CFP
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Christopher M. |
Capital
Analysts of New England, Inc.
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1266 Furnace
Brook Parkway
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Quincy,
MA
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02169
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617-786-1600
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617-479-8512
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www.capitalanalystsne.com
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Furness,
EA, CFP
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Lawrence F. |
Cambridge
Investment Services, Inc.
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46 Accord
Park Drive
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Norwell,
MA
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02061
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781-792-2888
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781-982-8139
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| Heitzman,
CFP®, ChFC, CLU, MBA |
Daniel | StoneBridge Financial Consultants | 1001 Hingham Street,
Suite 100 |
Rockland, MA | 02370 | 781-871-9923 | 781-871-9968 | dheitzman@stonebridgefc.com | www.stonebridgefc.com | |
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Ladieu,
CFP, MST
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Duston |
Baystate
Financial Services
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60 William
Street,
Suite 350 |
Wellesley,
MA
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02481
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781-431-3011
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781-431-3060
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www.dustyladieu.com | ||
| McFarland, III | Thomas J. | The Darrow Company, Inc. | 801 Main Street | Concord, MA | 01742 | 978-369-5144 | 978-369-7578 | tom@thedarrowcompany.com | ||
| McKenna, CFP, President | William N. | Diversified Financial Management, Inc. | 80 Washington Street,
Suite 0-54 |
Norwell, MA | 02061 | 781-792-0440 | 781-792-0606 | dfm@dfminc.ws | ||
| Millard, CFP | Stuart | Advantage Senior Advisory Group, Inc. | 17 Accord Park Dr.,
Suite 105 |
Norwell, MA | 02061 | 877-870-7400 | 781-982-1887 | smillard@advantageseniors.net | ||
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Mogan,
CFP, V.P., Investments
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Paula C. |
UBS Financial
Services Inc.
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100 Federal
Street
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Boston,
MA
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02110
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888-836-2620
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617-261-1129
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| Moniz, MSFS | James E. | Northeast Wealth Management | 50 Braintree Hill Office Park, Suite 109 | Braintree, MA | 02184 | 781-356-2969 | 781-380-0578 | jmoniz@vladvisors.com | ||
| Petrik, CFP, CLU | Christopher | Petrik and Associates | 500 Granite Avenue | Milton, MA | 02186 | 617-298-3900 | 617-298-2171 | christopher.x.petrik@ampf.com | www.ameripriseadvisors.com/christopher.x.petrik | |
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Rosen,
CFP
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Diane |
Integrated
Financial Planners
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272 Chauncy
Street, Suite 6
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Mansfield,
MA
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02048
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508-339-2600
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508-339-9933
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Sala, Jr.
|
Albert |
Successful
Financial Strategies
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382 Boston
Turnpike, Suite 202
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Shrewsbury,
MA
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01545
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508-845-2438
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5908-845-6793
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EMPLOYEE
BENEFIT CONSULTANTS
FINANCIAL ADVISORS/PLANNERS
|
Delaney,
COO
|
Charlotte |
Kirkland,
Albrecht & Fredrickson, P.C.
|
10 Forbes
Road, West
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Braintree,
MA
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02184
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781-356-2000
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781-356-5450
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www.kafgroup.com | |
| Papa
MBA, CLTC, President |
Ronald A. | Legacy Advisors
Wealth Management |
99 Derby Street,
Suite 200 |
Hingham, MA | 02043 | 781-556-1038 | 781-904-0678 | spapa@legacyadvisors.com | www.legacyadvisors.com |
INVESTMENT ADVISORS
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Coyne,
Jr., CFP,
Sr. V.P. |
John
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Winslow
Evans &
Crocker Inc. |
50 Braintree
Hill Office Park
Suite 105 |
Braintree,
MA
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02184
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617-773-0026
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617-227-5505 |
INSURANCE BROKERS
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INSURANCE PROPERTY & CASUALTY BROKER