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Updating Financial Advisors
Paul J Mauro is a financial advisor with Sii Investments, Inc., which primarily works with Individuals and High Net Worth Individuals. Paul Mauro operates out of Worcester, MA.
Lois A Miskinis is a financial advisor with H.d. Vest Investment Services. Lois Miskinis operates out of Greenfield, MA.
Calan R Philbrook is a financial advisor with Edward Jones, which primarily works with Individuals and High Net Worth Individuals. Calan Philbrook operates out of Hyannis, MA.
Harry Savas is a financial advisor with H.d. Vest Investment Services. Harry Savas operates out of Stoughton, MA.
Michael P Waterman is a financial advisor with Morgan Stanley Smith Barney LLC, which primarily works with Individuals and High Net Worth Individuals. Michael Waterman operates out of Boston, MA.
Peter D. Arnold, CPA
I am Peter Arnold, I’m a CPA and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m... show more
Specialties: Tax Planning
Christopher M. Ronkese is licensed as a financial advisor and is based out of Hadley, MA. Ronkese works for LPL Financial.
Michael has worked with families and individuals for over a decade building comprehensive plans. He has always enjoyed strategizing with clients to identify the best solutions and opportunities. Michael’s experience... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Kirk is a Wealth Manager, Economist, and Principal at Innovative Advisory Group (IAG), an independent Registered Investment Advisor. Kirk's roles at IAG are co-chair of the Investment Committee and Head... show more
Specialties: Asset Management‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning
Paul J Menzel is a financial advisor with Money Concepts Capital Corp, which primarily works with Individuals and High Net Worth Individuals. Paul Menzel operates out of West Springfield, MA.
