Investing in Your Future, Together
Ever since my mother taught me the value of fiscal responsibility (opening a bank account to save for a house when I was 16) I have always had a keen interest in finance. I studied financial planning at Boston University. Now, having worked at Edward Jones for almost 20 years, I have seen firsthand what disciplined saving and investing can accomplish.
One piece of advice that I received in my training at our headquarters that I have never forgotten is that we would be successful if we always treated our clients like they were our parents. This philosophy resonates with me because of my upbringing. My six younger brothers and I were raised in a "triple-decker" home in St. Peter's Parish in Dorchester (OFD!). We were taught by our parents to treat everyone with respect, work hard and be responsible for ourselves.
No matter where you are on your financial journey, it is my goal to help you feel in control as we develop a strategy for your future. Your strategy will reflect your needs and investment objectives whether you want to plan for retirement, save for college for your children or grandchildren, protect your wealth or leave a legacy for your loved ones. I welcome the opportunity to work with your accountant, attorney or other trusted professionals in order to develop a comprehensive strategy that leverages everyone's expertise for your benefit.
My husband, Charlie, and I have raised three children, Chuck, Patrick and Kathleen, and we are enjoying watching them forge their own careers. We love to kayak, ride our bikes and travel, especially to our holiday home in Ireland on the old family farm.
I look forward to getting to know you and your priorities. It all starts with a conversation – let's talk.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
- Insurance & Annuities
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- Community Outreach
- Traveling
- Yoga
Personal Interests
- Spending Time with Family
- Movies & Entertainment
- Community Outreach
- Traveling
- Yoga
Office Information
Office Address
138 Franklin StreetQuincy, MA 02169 opens in a new window
Phone Number
Marie O'Riordan Kelly at (617) 639-0327Branch Team
- Clare Mazza
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Clare Mazza
- Branch Office Administrator
Branch Team
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