

Focus Areas
- Portfolio Reviews
- Business Retirement Plans
- Divorce Finances
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies

Certifications
ChFC®
Chartered Financial Consultant®RICP®
Retirement Income Certified Professional®CLU®
Chartered Life Underwriter®AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Personal Fitness
- Running
- Spending Time with Family
- Social Responsibility
- Swimming
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 07:00PM |
Thu | 08:00AM - 07:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 07:00PM |
Thu | 08:00AM - 07:00PM |
Fri | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Fax
(866) 561-4713Branch Team
- Betsy Paulhus
- Branch Office Administrator
Branch Team
Office Address
10 Speen Street Suite 304Framingham, MA 01701opens in a new window
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