Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Insurance & Annuities
  • College Savings
  • Socially Conscious Investing

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Skiing
  • Golfing
  • Basketball

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 05:30PM
Tuesday 08:00AM - 05:30PM
Wednesday 08:00AM - 05:30PM
Thursday 08:00AM - 05:30PM
Friday 08:00AM - 05:30PM
Saturday By Appointment Only
Sunday By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Fax

(888) 338-8272

Branch Team

  • Maryann Bonanno
    Sr. Branch Office Administrator
  • Kim Holmes
    Branch Office Administrator

Office Address

348 Washington Street
Wellesley Hills, MA 02481
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