|
membership listing |
NORFOLK AND PLYMOUTH ESTATE
AND
BUSINESS PLANNING COUNCIL
ROSTER
MEMBERS AS OF SEPTEMBER 1, 2011
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.
| Last name | First name | Company | Phone | Fax | Website | |
| Spuhler | Eleanor M. | National Assoc. of Estate
Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH 44114 |
866-226-2224 | 216-696-2582 | admin@naepc.org | www.naepc.org |
ATTORNEYS AT LAW
| Last name | First name |
Company
|
Phone | Fax | Website | |
| Baker
Esq. |
Michael T. | Baker Law Group, P.C.
101 Derby Street, Suite 203 Hingham, MA 02043 |
781-996-5656 | 781-996-5657 | mbaker@mbakerlaw.com | www.mbakerlaw.com |
| Correa | Donald J. | Quinn & Correa, P.C.
59 Court Street Plymouth, MA 02360 |
508-746-1930 | 508-747-1389 | quinnandcorrea@hotmail.com | . |
| Correira
Esq. |
David J. | Correira & Correira,
LLP
1010 GAR Highway Swansea, MA 02777 |
508-679-5040 | 508-679-7986 | david@cilaw.com | www.cilaw.com |
| Doherty | Gerald T. | Bass, Doherty & Finks
P.C.
40 Soldiers Field Place Boston, MA 02135 |
617-787-5551 | 617-787-4963 | gdoherty@bassdoherty.com | www.bassdoherty.com |
| Every | Daryl Cameron | Daryl Cameron Every, P.C.
487 Adams Street Milton, MA 02186-4943 |
617-698-1400 | 617-507-8182 | daryl@daryleveryesq.com | www.daryleveryesq.com |
| Fedele
Esq. |
John E. | Fedele and Murray, P.C.
17 Walpole Street Norwood, MA 02062-3318 |
781-551-5900 | 781-551-9035 | jf@FedeleAndMurray.com | www.FedeleAndMurray.com |
| Fish, Jr.
Esq., LL.M. |
S. Robert | Lander & Lander, P.C.
160 Cochituate Road Framingham, MA 01701 |
508-879-0046 | 508-879-1880 | rfishlanderandlander.com | www.landerandlander.com |
| Flaherty | Thomas J. | Bacon Flaherty, LLC
15 South Main Street Randolph, MA 02368 |
781-963-5858 | 781-963-6868 | tflaherty@bfboston.com | www.bfboston.com |
| Gemma | Anthony | Gemma Law Office, P.C.
10 Forbes Road, Suite 410W Braintree, MA 02184 |
781-380-8183 | 781-380-8189 | Anthony@gemmalawoffice.com | www.gemmalawoffice.com |
| Geurden
Esq. |
Robert M. | Brier & Geurden LLP
160 Gould Street, Suite 320 Needham, MA 02494 |
781-453-0030 | 781-239-8909 | rgeurden@brierlaw.com | www.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, LLC
35 Braintree Hill Office Park Suite 204 Braintree, MA 02184 |
781-848-5028 | 781-848-5096 | bkaufman@sabusinesslaw.com | www.sabusinesslaw.com |
| Kirchick
Esq. |
William D. | Bingham & McCutchen,
LLP
One Federal Street Boston, MA 02110 |
617-951-8590 | 617-951-8736 | william.kirchick@bingham.com | www.bingham.com |
| Kozol
Esq., MST |
Mark S. | Clarke, Snow & Riley,
LLP
25 Newport Ave. Ex., Suite 100 No. Quincy, MA 02171 |
617-773-9944 | 617-773-9292 | msk@csrk.com | www.csrk.com |
| Leerink | Amy R. | Law Office of Robert L.
Allen, Jr., LLP
300 Washington Street, Suite 2 Brookline, MA 02445 |
781-749-2470 | 617-344-7738 | aleerink@comcast.net | www.boballenlaw.com |
| Muldoon
J.D., LL.M |
Margaret A. | Houlihan & Muldoon
859 Willard St., Suite 400 Quincy, MA 02169 |
617-328-0085 | . | mmuldoon@houlihanmuldoon.com | www.houlihanmuldoon.com |
| Mulvey
Esq. |
Kathleen H. | Delaney & Muncey, P.C.
38 Resnick Road, Suite 300 Plymouth, MA 02360 |
508-746-2200 | 508-830-0917 | kmmulvey@delaney-muncey.com | www.delaney-muncey.com |
| Muncey Jr.
Esq. |
Peter N. | Delaney & Muncey, P.C.
38 Resnick Road, Suite 300 Plymouth, MA 02360 |
508-746-2200 | 508-830-0917 | pmuncey@delaney-muncey.com | www.delaney-muncey.com |
| Pellegrini
Esq. |
Frederick N. | Law Office of Frederick
N. Pellegrini
30 Eastbrook Road, Suite 401 Dedham, MA 02026 |
781-329-1060 | 781-320-9935 | fnpesq@massestatelaw.com | www.massestatelaw.com |
| Pollex
Esq. |
Dagmar M. | Law Offices of
Dagmar M. Pollex, P.C. 45 Braintree Hill Office Park Suite 102 Braintree, MA 02184 |
781-535-6490 | 781-394-0305 | dagmar@pollexestateplanning.com | www.pollexestateplanning.com |
| Reynolds,
III
Esq. |
John T. | Fox & Reynolds
727 Main Street P.O. Box 161 Norwell, MA 02061 |
781-659-7913 | 781-659-0496 | jtreynolds3@verizon.net | . |
| Riccio | Laura Fedele | Fedele & Murray, P.C.
17 Walpole Street Norwood, MA 02062-3318 |
781-551-5900 | 781-551-9035 | lfr@FedeleAndMurray.com | www.FedeleAndMurray.com |
| Scanlan | Timothy J. | Bass, Doherty & Finks,
P.C.
40 Soldiers Field Place Boston, MA 02135 |
617-787-5551 | 617-787-4963 | tscanlan@bassdoherty.com | www.bassdoherty.com |
| Schlossberg | Jeffrey M. | Schlossberg, LLC
35 Braintree Hill Office Park Suite 204 Braintree, MA 02184 |
781-848-5028 | 781-848-5096 | jschlossberg@sabusinesslaw.com | www.sabusinesslaw.com |
| Sullivan | Christoper J. | Baker, Braverman & Barbadoro,
PC
50 Braintree Hill Park #108 Braintree, MA 02184 |
781-848-9610 | 781-848-9790 | christophers@bbb-lawfirm.com | www.bbb-lawfirm.com |
| Tierney
Esq. CPA, LL.M |
James M. | Cody & Cody LLC
One
Pine Hill Drive
Batterymarch
Park II Suite 501
Quincy, MA 02169 |
617-472-5151 | 617-472-5252 | james.tierney@cody-cody.com | www.cody-cody.com |
| Tierney
CPA, Esq. |
Paul R. Jr. | Connolly & Tierney,
LLP
1147 Hancock Street Quincy, MA 02169 |
617-786-9703 | 617-786-9704 | PTierney@ConnollyTierney.com | . |
CERTIFIED FINANCIAL PLANNERS/CHARTERED FINANCIAL CONSULTANTS
| Bicknell
ChFC, CRPC, CFP |
Jon T. | Integrated Financial
Partners
300 Fifth Avenue, 3rd Floor Waltham, MA 02451 |
781-890-3045
ext 279 |
781-890-5624 | jbicknell@ifpadvisor.com | www.bicknell.ifpadvisor.com |
| Daileader
CFP, CLTC |
Susan | Rockland Trust – Investment
Management Group
150 Grossman Drive Braintree, MA 02184 |
781-982-6825 | 508-732-7905 | Susan.Daileader@RocklandTrust.com | www.rocklandtrust.com |
| Derderian
CFP |
Laura | Merrill Lynch
2221 Washington Street Newton, MA 02462 |
617-243-8052 | 617-243-8016 | laura.derderian@ml.com | www.fa.ml.com/laura.derderian |
| Driscoll | Donna M. | South Shore Hospital
55 Fogg Road So. Weymouth, MA 02190 |
781-624-8142 | donna.driscoll@sshosp.org | www.sshosp.org | |
| Duffy
J.D., CFP |
Christopher
M. |
Capital Analysts of
New England, Inc. 1266 Furnace Brook Parkway Quincy, MA 02169 |
617-786-1600 | 617-479-8512 | cmduffy@capitalanalystsne.com | www.capitalanalystsne.com |
| Furness
EA, CFP |
Lawrence F. | Furness Financial
46 Accord Park Drive Norwell, MA 02061 |
781-792-2888 | 781-982-8139 | lffurness@aol.com | . |
| Heitzman*
CFP, ChFC, CLU, MBA, AIF |
Daniel | StoneBridge Financial Consultants
1001 Hingham Street Suite 100 Rockland, MA 02370 |
781-871-9923 | 781-871-9968 | dheitzman@stonebridgefc.com | www.stonebridgefc.com |
| Ladieu
CFP, MST |
Duston | Baystate Financial Services
60 William Street, Suite 350 Wellesley, MA 02481 |
781-431-3011 | 781-431-3060 | dladieu@baystatefinancial.com | www.dustyladieu.com |
| McFarland, III. | Thomas J. | The Darrow Company, Inc.
801 Main Street Suite 12 Concord, MA 01742 |
978-369-5144 | 978-369-7578 | tom@
darrowwealthmanagement.com |
www.darrow
wealthmanagement.com |
| Millard
CFP, CLTC |
Stuart | Senior Insurance Solutions
52 Aberdeen Drive Scituate, MA 02066 |
339-987-9770 | smillard52@gmail.com | . | |
| Mogan
CFP, Wealth Advisor |
Paula C. | UBS Financial Services,
Inc.
1099 Hingham St. 3rd Floor Rockland, MA 02370 |
781-982-3613 | 781-982-3699 | paula.mogan@ubs.com | . |
| Moniz
MSFS |
James E. | Northeast VisionLink and
Wealth Management 50 Braintree Hill Office Park Suite 109 Braintree, MA 02184 |
781-356-2969 | 781-380-0578 | jmoniz@vladvisors.com | www.northeast
wealthmanagement.com |
| Petrik
CFP, CLU, ChFC, Sr. Financial Advisor |
Christopher | Petrik and Associates
A Financial Advisory Practice of Ameriprise Financial Services Inc. 500 Granite Avenue Milton, MA 02186-5626 |
617-298-3900 | 617-298-2171 | christopher.x.petrik@ampf.com | www.ameripriseadvisors.com
/christopher.x.petrik |
| Rosen
CFP |
Diane | Integrated Financial Planners
272 Chauncy Street, Suite 6 Mansfield, MA 02048 |
508-339-2600 | 508-339-9933 | drosen@americanportfolios.com | . |
| Sala, Jr.
CFP |
Albert | Successful Financial Strategies
382 Boston Turnpike, Suite 202 Shrewsbury, MA 01545 |
508-845-2438 | 508-845-6793 | al.sala@natplan.com | www.profitisgood.com |
CERTIFIED PUBLIC ACCOUNTANTS
| Adams
CPA,CYA, APV,CBA, CFF,CFYS |
Ronald | Capstone Partners
176 Federal Street, 3rd Fl. Boston, MA 02110 |
508-878-8390 | . | adams.r@foxboro-consulting.com | . |
| Barry
CPA/PFS, CFP, MST, CRPC Director of Tax Services |
Timothy | Blum, Shapiro & Company,
P.C.
1001 Hingham Street Rockland, MA 02370 |
781-982-1001 | 781-982-9103 | tbarry@blumshapiro.com | www.blumshapiro.com |
| Donovan
CPA |
Rickard D. | Donovan, Sullivan &
Ryan, CPAs
265 Washington Street Westwood, MA 02090-2321 |
781-329-1690 | 781-329-3002 | rdonovan@dsrcpa.com | www.dsr-cpas.com |
| Green
CPA, MST |
Sol | Green & Green, LLC
725 Canton Street Norwood, MA 02062-2679 |
781-702-6055 | 781-702-6063 | sgreen@green-co.com | www.green-co.com |
| Kristian
Managing Director |
Christopher | The Westport Group
100 Grandview Road, Suite 412 Braintree, MA 02184 |
781-380-1065 | 781-380-1055 | ckristian@westportgp.com | www.westportgp.com |
| Ludwig
CPA/PFS, CFP |
Judith D. | Braver Wealth Management,
Inc.
117 Kendrick Street Suite 800 Needham, MA 02494 |
617-969-0223 | 617-969-0224 | judyludwig@thebravergroup.com | www.thebravergroup.com |
| Magyar
CPA, MST |
Carol A. | G.T. Reilly & Co.
424 Adams Street Milton, MA 02186 |
617-696-8900 | 617-698-1803 | cam@gtreilly.com | www.gtreilly.com |
| McCarthy
CPA, MST, CSEP |
Susan J. | The Bollard Group LLC
36 Walnut St. Apt 2 Canton, MA 02021 |
978-302-9913 | . | sjmcpa@verizon.net | . |
| Metrakas
CPA |
Christos H. | 221 Boston Post Road - East
Marlboro, MA 01752 |
508-481-4047 | 508-460-6005 | . | . |
| Morrissey
CPA/MST |
Michael E. | Kesner, Godes & Morrissey,
LLC
15 Pacella Drive, Suite 200 Randolph, MA 02368 |
781-961-2900 | 781-961-2927 | mikem@kesnermorrissey.com | www.kesnermorrissey.com |
| Shulman
CPA, Partner |
Joseph M. | Sharkansky LLP
1350 Belmont Street Brockton, MA 02301 |
508-584-2120 | 508-583-8139 | jshulman@sharkcpa.com | www.sharkcpa.com |
CHARTERED LIFE UNDERWRITERS
| Carey-Neville
CLU, ChFC |
Noreen | Partners Benefit
Group, Inc.
296 Billington Street Plymouth, MA 02360 |
508-830-1819 | 774-283-4893 | noreen@carey-neville.com | www.partnersbenefitgroup.com |
| Connolly
CLU, ChFC/CFS, RFC |
Joseph C. | Connolly & Associates,
Inc.
124 Washington St.Suite 201 Pine Brook Office Park Foxborough, MA 02035 |
508-698-3344 | 508-698-3343 | jconnolly@summitbrokerage.com | www.connollyassociates.com |
| Donadio
CLU, ChFC |
Peter S. | 280 Lyman Road
Milton, MA 02186 |
617-698-5484 | 617-698-6429 | petersdon@comcast.net | . |
| Dubin
Principal |
Steven H. | Williams & Dubin, Inc.
1266 Furnace Brook Parkway Quincy, MA 02169 |
617-786-1625 | 617-786-9486 | sdubin@capitalanalystsne.com | www.capitalanalystsne.com |
| Frawley
CLU |
Gary B. | The Bulfinch Group
140 Kendrick Street C-1 East Needham, MA 02494 |
781-292-3225 | 781-449-4462 | gfrawley@glic.com | www.guardianlife.com |
| Getchell, Jr.
CLU, ChFC, MSFS |
Albert H. | 8 Tupelo Terrace
East Sandwich, MA 02537 |
508-364-0261 | 508-888-8824 | agetchell@investorscapital.com | www.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 |
| Marcus
CLU |
Mitchell | Marcus Insurance Benefits
183 Whiting St., Suite 15 Hingham, MA 02043 |
781-749-2151 | 781-749-2172 | mitchmarcusclu@gmail.com | www.mitchmarcusclu.com |
| McCloskey
CLU |
Sean J. | Crump Life Insurance
260 Franklin Street, Suite 1510 Boston, MA 02110 |
617-886-6000
X5407 |
860-321-3789 | sean.mccloskey@crump.com | www.crumplifeinsurance.com |
FINANCIAL ADVISORS/PLANNERS
| Connors | Ellen J. | MetLife Home
Loans
NMLS ID 556465 3 Plymouth Lane Walpole, MA 02032 |
617-818-3765 | 855-274-7721 | econnors@metlife.com | www.mlbreversemortgage.com |
INSURANCE BROKERS
| Molloy | Ryan J. | HUB International
New England
LLC 600 Longwater Drive Norwell, MA 02061 |
781-792-3294 | 866-238-7967 | ryan.molloy@hubinternational.com | www.hubinternational.com |
INVESTMENT ADVISORS
| Coyne,
Jr. CFP,
Sr. V.P. |
John | Winslow Evans
& Crocker Inc.
50 Braintree Hill Office Park Suite 105 Braintree, MA 02184 |
617-773-0026
ext 11 |
617-227-5505 | jcoyne@e-winslow.com | www.winslowevanscrocker.com |
| Harris | Paula & Bill | WH Cornerstone Investments
PO Box 207 Duxbury, MA 02331 |
pharris@whcornerstone.com | . | ||
| Kiziuk
V.P. |
Michael | Sovereign Bank
380 Chief Justice Cushing Hwy Cohasset, MA 02025 |
781-383-0240 | 781-383-1021 | MKiziuk@sovereignbank.com | . |
| Place, Jr.
CFA |
H. Calvin | Diversified Financial Management,
Inc.
80 Washington Street, Suite O-54 Norwell, MA 02061 |
781-792-0440 | 781-792-0606 | hcp@dfmwealth.com | www.dfmwealth.com |
TRUST OFFICERS
| Anderson
CTFA, V.P. |
Debra L. | TD Wealth Management
307 Main Street PO Box 1330 Hyannis, MA 02601-1330 |
508-862-0804 | 508-862-0847 | debra.anderson@tdbanknorth.com | . |
| Costello
Managing Director |
Gina | First Republic Private Wealth
Mgmt.
160 Federal Street Boston, MA 02110 |
617-478-5107 | 617-247-6145 | gcostello@firstrepublic.com | www.firstrepublic.com |
| Perry
V.P. & Trust Officer |
Susan Sartini | Plimoth Investment Advisors
38 Resnik Road, Suite 202 Plymouth, MA 02360 |
508-591-6203 | 508-747-9614 | ssperry@
plimothinvestmentadvisors.com |
www.plimothinvestment
advisors.com |
| Preston
Asst. V.P. & Tr. Officer |
Viki A. | Bridgewater Savings Bank
756 Orchard St. Raynham, MA 02767 |
508-884-5772 | 508-884-5792 | vpreston@
bridgewatersavings.com |
www.bridgewatersavings.com |
| Schleicher
V.P. & Trust Officer |
Brenda C. | Plimoth Investment Advisors
38 Resnik Road, Suite 202 Plymouth, MA 02360 |
508-591-6204 | 508-747-9614 | bschleic@
plimothinvestmentadvisors.com |
www.plimothinvestment
advisors.com |
| Watt
CTFA, V.P. |
Leslie A. | TD Bank, N.A.
PO Box 1330 Hyannis, MA 02601 |
508-862-0843 | 508-862-0847 | leslie.watt@tdbanknorth.com | www.tdbanknorth.com |