

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Socially Conscious Investing

Certifications
CFP®
Certified Financial Planner™CFA®
Chartered Financial Analyst®
Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Traveling
- Community Outreach
- Coaching Sports
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 06:00PM |
Mon | 09:00AM - 06:00PM |
Tue | 09:00AM - 06:00PM |
Tue | 09:00AM - 06:00PM |
Wed | 09:00AM - 06:00PM |
Wed | 09:00AM - 06:00PM |
Thu | 09:00AM - 06:00PM |
Thu | 09:00AM - 06:00PM |
Fri | 09:00AM - 06:00PM |
Fri | 09:00AM - 06:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 06:00PM |
Mon | 09:00AM - 06:00PM |
Tue | 09:00AM - 06:00PM |
Tue | 09:00AM - 06:00PM |
Wed | 09:00AM - 06:00PM |
Wed | 09:00AM - 06:00PM |
Thu | 09:00AM - 06:00PM |
Thu | 09:00AM - 06:00PM |
Fri | 09:00AM - 06:00PM |
Fri | 09:00AM - 06:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(855) 733-6605Branch Team
- Lisa Laurie
- Sr. Branch Office Administrator
Branch Team
Office Address
659 Washington StreetSuite 1 L
Braintree, MA 02184opens in a new window
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