Professional Network

OUR PROFESSIONAL NETWORK
To provide clients with a broad range of financial expertise, we have built a network of financial professionals to enhance our in-house capabilities. When appropriate, we refer clients to other professionals whose philosophies complement our own. In this way, we can most effectively deliver comprehensive services to match clients' specific needs. 

Our financial professionals range from sole practitioners to major firms in the areas of:

  • Tax planning
  • Insurance and risk management
  • Estate planning
  • Corporate benefits
  • Pension administration

COLLABORATING WITH YOUR PROFESSIONAL NETWORK
Of course, many of our clients have existing relationships with professionals in the areas listed above. We are happy to work directly with your other service providers to make your financial life simpler. 

OUR BROKER/DEALER
To better serve clients with the purchase of specific securities, we have built a formal association with Commonwealth Financial Network®, a full-service broker/dealer in Waltham, Massachusetts. 

Learn more about Commonwealth Financial Network.