Offering individualized financial & investment planning services
(781)404-7009 (978)206-2375
Richard J. West, CMFC®
Founder | Senior Partner
Schedule with Rick
Elizabeth P. Sampson, CFP®
Founder | Partner
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Carl Marchitto
Partner
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Eric Howland, CRPC®
LPL Financial Advisor
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Mary Butler-Aldrich, ChFC® CLU®
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Austin Pinard
Schedule with Austin