Investments
| Moors & Cabot Investments - Barbara A. Case, Senior Vice President of Investments 111 Devonshire Street Boston, MA 02109 Phone: 617-314-0345 FAX: 617-733-7663 Email: bcase@moorscabot.com Dedicated to improving the investment experience by giving clear and actionable advice, superior service and providing peace of mind. Ensure that you are on the right path to achieve financial freedom by scheduling a portfolio review. SSWBN members receive a FREE consultation. |
| Snug Harbor Financial Planning, Inc. - Susan Burns 275 Grove Street Newton, MA 02050 Phone: 617-663-5760 FAX: 781-663-6665 Email: sburns@snugharborfinancial.com Ongoing comprehensive financial planning, investment advisory and wealth management services. |
| South Shore Savings Bank - Thomas Burke, Vice President South Shore Savings Bank, Infinex Investment Executive 138 Franklin Street Quincy, MA 02169 Phone: 781-682-3208 FAX: 617-479-2823 Email: tburke@infinexgroup.com |
| WH Cornerstone Investments - Paula Harris P O Box 207 Duxbury, MA 02331 Phone: 888-797-9009 FAX: 781-679-0671 Email: pharris@whcornerstone.com We are authentic, thoughtful, straight-shooters who provide the sound, visionary financial stewardship that helps our clients protect their financial foundation while building their wealth. |
