Financial Services
| Ameriprise Financial - Glen Dowden, Financial Advisor 859 Willard Street, Suite 300 Quincy, MA 02169 Phone: 617-691-2152 FAX: 877-665-8268 Email: glen.m.dowden@ampf.com |
| Bay State Financial - James Ross, Financial Advisor 20 Congress St. Marshfield, MA 02050 Phone: 781-834-1111, x299 FAX: 781-834-1143 Email: jross@baystatefinancial.com Financial Planning and Financial Services |
| Bay State Financial - Sara Toscano, Financial Planner 20 Congress St. Marshfield, MA 02050 Phone: 781-834-1111, x226 FAX: 781-834-1143 Email: sgtoscano@baystatefinancial.com Helping individuals, familes and businesses secure financial freedom. |
| Capital Analysts of NE - Lynn Bailey 1266 Furnace Brook Pkwy Quincy, MA 02169 Phone: 617-413-5467 FAX: Email: lbailey@capitalanalystsne.com Independent advisor/financial consultant. |
| Diversified Financial Management, Inc. - Stephanie Condakes Torski, CFA 80 Washington St. Suite O-54 Norwell, MA 02061 Phone: 781-792-0440 FAX: Email: sct@dfminc.ws Fee Only Financial Planning and Wealth Management for successful individuals and families. Independent, Objective, Registered Investment Advisor. |
| Jane Ricardi, Certified Financial Planner - Jane Ricardi 19 Green Street Kingston, MA 02364 Phone: 781-585-5156 FAX: 781-585-5157 Email: jane@janericardi.com Full Service Financial Planner providing personal, professional advice to clients preparing to retire and assisting women going through divorce with financial expertise and rebuilding their life. |
| Kathy Hassey 10 Misty Meadow Road Pembroke, MA 02359 Phone: 617-686-1855 FAX: Email: My experience ranges from performance/attribution reporting and accounting operations to business analysis and systems development/implementation. I am seeking new opportunities in performance/attribution reporting, system testing or data management. |
| Merrill Lynch Global Wealth Management - Frank Perfetuo, CFA 1050 Hingham St. 2nd Floor Rockland, MA 02370 Phone: 888-271-1403 FAX: 781-559-0769 Email: francis_perfetuo@ml.com Our team delivers customized and comprehensive investment solutions for the needs of individuals and small businesses. |
| Val Baumann - Val Baumann, Founder & Owner PO Box 6022 Plymouth, MA 02362 Phone: 781-361-5589 FAX: Email: val@valbaumann.com I design and run programs for small businesses, non-profits, organizations and individuals on all aspects of Money Mangagement. I work with small bus. & non-profits to train their employees on their Comp savings plans as well as counsel pre-retirees. I also provide on-line resources and advice on Maoney Mangement and personal investing through Twitter, Facebook and my Blog: Your Life. Your Money. |
