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membership listing |
NORFOLK AND PLYMOUTH ESTATE
AND
BUSINESS PLANNING COUNCIL
ROSTER
MEMBERS AS OF SEPTEMBER 1, 2009
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 | |
| Cody
J.D., LL.M. |
Jamie Nadeau | Cody & Cody, LLC
One
Pine Hill Drive
Batterymarch Park II, 5th Floor Quincy,
MA 02169
|
617-472-5151 | 617-472-5252 | jamie.cody@cody-cody.com | www.cody-cody.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 & Iacono, LLP
20 Park Plaza, 4th Floor Boston, MA 02116 |
617-723-5040 | 617-723-5044 | david@estateplanningelderlaw.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 | . |
| 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 | 781-963-6368 | tflaherty@bfboston.com | www.bfboston.com |
| Gemma | Anthony | Gemma Law Office, P.C.
10 Forbes Road, Suite 4102 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 | . |
| Harrison | Christopher D. | Compass Rose Law, P.C.
347 Washington Street, Suite 401 Dedham, MA 02026 |
781-251-2510 | 781-538-0465 | chris@compassroselaw.com | www.compassroselaw.com |
| 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 | 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 |
| Leahy
Esq. |
Mark A. | Whittum & Leahy
738 Main Street Hingham, MA 02043-3327 |
617-328-1595 | 781-878-3116 | markleahy@comcast.net | . |
| 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 | www.boballenlaw.com |
| Mahoney
Esq. |
Brian F. | Law Offices of Brian F.
Mahoney
PO Box 656 Canton, MA 02021 |
781-828-0083 | 781-828-4101 | brian@attybrianmahoney.com | www.attybrianmahoney.com |
| Muldoon | Margaret A. | Houlihan & Muldoon
One Adams Place, 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 | kmm@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 |
| Osganian
Esq. |
Brian G. | Schneider, Schneider &
Assoc.
35 Braintree Hill Office Park, #401 Braintree, MA 02184 |
781-843-6601 | 781-849-6772 | brian@schneidercpa.com | www.schneidercpa.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 | 781-535-6491 | 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
Esq. |
Jeffrey M. | Schlossberg & Associates,
P.C.
35 Braintree Hill Office Park, Suite 303 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
CPA, LLM |
James M. | Cody & Cody LLC
One
Pine Hill Drive
Batterymarch
Park II
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 | . |
| Zalcman | Lawrence C. | Zalcman & Lewis
77 Franklin Street, 4th Fl. Boston, MA 02110 |
617-723-2525 | 617-723-3163 | lzalcman@zalcmanlewis.com | www.zalcmanlewislaw.net |
CERTIFIED PUBLIC ACCOUNTANTS
| Barry
CPA/PFS, CFP, MST |
Timothy | Needel, Welch
& Stone, P.C.
1001 Hingham Street Rockland, MA 02370 |
781-982-1001 | 781-982-9103 | tbarry@nwscpas.com | www.nwscpas.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 | . |
| Green
CPA, MST |
Sol | Green & Green, LLC
725 Canton Street Norwood, MA 02062-2679 |
781-702-6055 | 781-702-6063 | sgreen@green-co.com | . |
| Hurley, Jr
Esq., CPA |
William T. | G.T. Reilly & Company
424 Adams Street Milton, MA 02186 |
617-696-8900 | 617-698-1803 | wth@gtreilly.com | www.gtreilly.com |
| Kristian
Managing Director |
Christopher | The Westport Group
100 Grandview Road, Suite 412 Braintree, MA 02184 |
781-380-1017 | 781-380-1065 | ckristian@westportgp.com | www.westportgp.com |
| 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 |
| 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 |
| Martin
CPA President |
Kevin P. | Kevin P. Martin & Assoc.,
P.C.
10 Forbes Road Braintree, MA 02184 |
781-380-3520 | 781-380-7836 | kmartinsr@kpmonline.com | . |
| McCarthy
CPA, MST, CSEP |
Susan J. | The Bollard Group. | 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 |
| Rickard
CPA, MST, CFP |
Wesley H. | QRGA, LLP
1410 Providence Highway Norwood, MA 02062 |
781-551-0040 | 781-551-0933 | wrickard@qrga.com | . |
| Shulman
CPA, Partner |
Joseph M. | Sharkansky LLP
1350 Belmont Street Brockton, MA 02301 |
508-584-2120
X325 |
508-583-8132 | jshulman@sharkcpa.com | www.sharkcpa.com |
| Whitney
CPA |
Melanie | G.T. Reilly & Company
424 Adams Street Milton, MA 02186 |
617-696-8900 | 617-698-1803 | mdw@gtreilly.com | www.gtreilly.com |
CHARTERED LIFE UNDERWRITERS
| Carey-Neville
CLU, ChFC |
Noreen | Partners Benefit
Group, Inc.
261 Washington Street Weymouth, MA 02188 |
781-337-4598 | 781-337-1786 | 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 | connollyjoseph@hotmail.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. | Guardian Life Insurance
Co.
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. | Investors Capital
8 Tupelo Terrace East Sandwich, MA 02537 |
508-364-0261 | 508-888-3678 | 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 |
TRUST OFFICERS
| Anderson
CT, FA |
Debra L. | TD Wealth Management
495 Station Ave P.O.Box1180 So. Yarmouth, MA 02664 |
508-760-1719 | 508-862-0076 | Debra.Anderson@
tdbanknorth.com |
. |
| Costello
Sr. V.P. Investments |
Gina | UBS Financial Services,
Inc.
200 Clarendon St.24th Floor Boston, MA 02116 |
617-247-6142 | 617-247-6145 | gina.costello@ubs.com | www.ubs.com |
| Edmunds
CTFA |
Dale C. | U.S. Trust Bank of America
Private Wealth Mgmt. 100 Federal Street MA5-100-07-09 Boston, MA 02110 |
617-434-3328 | 617-434-2311 | dale.c.edmunds@ustrust.com | www.ustrust.com |
| O'Neil, Jr.
Sr. V.P. |
James M. | Cambridge Appleton Trust
45 Milk Street 9th Floor Boston, MA 02109 |
617-441-4296 | 617-542-6877 | joneil@cambridgesavings.com | www.cambridgeappleton.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, Wealth Advisor |
Leslie A. | TD Bank, N.A.
495 Station Ave. PO Box 1180 So. Yarmouth, MA 02664 |
508-760-1731 | 508-862-0095 | leslie.watt@tdbanknorth.com | www.tdbanknorth.com |
CERTIFIED FINANCIAL PLANNERS
| Bicknell
ChFC, CRPC, CFP |
Jon T. | Integrated Financial
Partners
300 Fifth Avenue, 3rd Floor Waltham, MA 02451 |
781-373-4479 | 781-890-5624 | jbicknell@ifpadvisor.com | bicknell.ifpadvisor.com |
| Connor | Matthew | Genesis Capital Advisors
532 Page Street Stoughton, MA 02072 |
781-344-1023 | mconnor@genesisadvisors.com | . | |
| Derderian
CFP |
Laura | Bank of America
Investment Services, Inc. 2221 Washington Street Newton, MA 02462 |
617-243-8052 | 617-243-8016 | laura.derderian@
bankofamerica.com |
www.bankofamerica.com |
| 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 |
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@thedarrowcompany.com | www.darrow
wealthmanagement.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 | www.dfmwealth.com |
| Millard
CFP |
Stuart | Advantage Senior Advisory
Group, Inc. 17 Accord Park Dr. Suite 105 Norwell, MA 02061 |
877-870-7400 | 781-982-1887 | smillard52@gmail.com | . |
| Mogan
Wealth Advisor |
Paula C. | UBS Financial Services Inc.
1099 Hingham Street 3rd Floor Rockland, MA 02370 |
781-982-3613 | 781-982-3699 | paula.mogan@ubs.com | . |
| Moniz
MSFS |
James E. | Northeast VisionLink
50 Braintree Hill Office Park Suite 109 Braintree, MA 02184 |
781-356-2969 | 781-380-0578 | jmoniz@vladvisors.com | www.northeastvisionlink.com |
| Petrik
CFP, CLU, ChFC, Sr. Financial Advisor, Business 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 | dianerosen4@verizon.net | . |
| 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 | . |
EMPLOYEE BENEFIT CONSULTANTS
| . | . | . | . | . | . | . |
FINANCIAL ADVISORS/PLANNERS
| Delaney
COO |
Charlotte | Kirkland, Albrecht
&
Fredrickson, LLC. 10 Forbes Road, West Braintree, MA 02184 |
781-356-2000 | 781-356-5450 | cleedelaney@comcast.net | . |
| Fields | Loraine | Edward Jones Investments
1442 Broadway Hanover, MA 02339 |
781-826-4043 | 781-829-4414 | loraine.fields@edwardjones.com | www.edwardjones.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 | 617-227-5505 | jcoyne@e-winslow.com | www.winslowevanscrocker.com |
INSURANCE BROKERS
| Kaplan | Jeffrey | Risk Strategies
15 Pacella Park Drive Suite 240 Randolph, MA 02368 |
781-961-0305 | 781-961-0355 | jkaplan@risk-strategies.com | www.risk-strategies.com |
| 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 |
INSURANCE PROPERTY & CASUALTY BROKER
| . | . | . | . | . | . | . |