Map

What Goals Do You Have?

COLLEGE PLANNING

As any parent can attest, having children creates a huge family change

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CAREER/EMPLOYMENT CHANGE

Achieve Your Goals

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RETIREMENT

DIVORCE

Engagement Ring

The dissolution of a marriage can cause financial insecurity

ELDER PLANNING

Caring for elderly parents or planning for your own future care can be overwhelming. We can guide you

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Receiving the Keys

SAVINGS & FINANCIAL EDUCATION

Are you planning to buy your first house? Do you want to invest but you don't know where or how to start? Read our educational newsletter!

LOSS IN THE FAMILY

There are more important things to plan and think of in this situations, we can help you take care of the rest.

Misty Woodland
Smiling Mature Woman with Gray Hair

Transitioning into retirement, whether it’s 10 years away or tomorrow,

OUR TEAM

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BILL LIBERTI

Chief Executive Officer 

PAT FLAHERTY

Vice President - Investments

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STANTON "TOM" WEISSENBORN

Senior Vice President - Investments

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CLIFF LOFGREN

Senior Client Services Specialist

NIKOLAI KRUPYSHEV

Associate Wealth Manager 

ERIKA ESTELLES

Marketing Manager

CONTACT US

(617) 465-2560