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Updating Financial Advisors
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
Harry Savas is a financial advisor with H.d. Vest Investment Services. Harry Savas operates out of Stoughton, MA.
Lois A Miskinis is a financial advisor with H.d. Vest Investment Services. Lois Miskinis operates out of Greenfield, MA.
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.
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.
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.
Christopher M. Ronkese is licensed as a financial advisor and is based out of Hadley, MA. Ronkese works for LPL Financial.
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.
Serge Pierre-louis is a financial advisor with Edward Jones, which primarily works with Individuals and High Net Worth Individuals. Serge Pierre-louis operates out of Arlington, MA.
