Friday, September 10, 2010

Financial Services


Ameriprise Financial - Glen Dowden
859 Willard Street
Quincy, MA 02169
617-691-2152
781-328-0741
glen.m.dowden@ampf.com
Working with clients to provide a comprehensive financial plan tailored to their needs to help them achieve their dreams and goals.



Capital Analysts of NE - Lynn Bailey
1266 Furnace Brook Pkwy
Quincy, MA 02169
617-413-5467

lbailey@capitalanalystsne.com
Independent advisor/financial consultant.



Contravisory Investment Management - Eileen Hayes, Business Development Manager
99 Derby Street Suite 302
Hingham, MA 02043
781-740-1786

Ehayes@contravisory.com
Contravisory is an investment management firm, specializing in equity portfolio management for high net worth individuals, families and institutions.



Diversified Financial Management, Inc. - Stephanie Condakes Torski, CFA
80 Washington St. Suite O-54
Norwell, MA 02061
781-792-0440

sct@dfminc.ws
Fee Only Financial Planning and Wealth Management for successful individuals and families. Independent, Objective, Registered Investment Advisor.



Investment Centre at Eastern Bank - Thomas Burke, Financial Consultant
7 South Main St.
Sharon, MA 02067
781-348-4971
781-784-3064
thomas.burke@invpro.com




Jane Ricardi, Certified Financial Planner - Jane Ricardi
19 Green Street
Kingston, MA 02364
781-585-5156
781-585-5157
janeric11@msn.com
Certified Financial Planner, specializing in comprehensive financial & retirement planning & investment management.



Kathy Hassey
10 Misty Meadow Road
Pembroke, MA 02359
617-686-1855


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
888-271-1403
781-559-0769
francis_perfetuo@ml.com
Our team delivers customized and comprehensive investment solutions for the needs of individuals and small businesses.




Back to Member Directory