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1510 Washington Street
Walpole, MA 02081
Phone:
  • 508-660-9166
Fax:
  • 508-660-9122

Flipbooks

You can review interesting Flipbooks on my site.

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Contact Us

Please feel free to contact us with any questions.

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Calculators

You can review interesting calculators on my site.

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Financial Planning, Investment and Insurance Solutions

Serving the Financial Planning needs of Local, State and Federal government employees and families! This website offers you a wealth of information in the form of newsletter articles, calculators, and research reports.

Your visit should empower you to understand the opportunites and potential rewards that are available when you take a proactive approach to your personal financial situation. This website is created to help you gain an enhanced understanding of the financial concepts behind investments, retirement, risk management with insurance solutions, college funding, estate planning, and wealth preservation. We hope you more clearly see the value of working with skilled professionals in the pursuit of your specific financial goals.

Contact our office to help you make the financial decisions needed for today and the future. We're here to help educate you about the basic concepts of financial management; to help you learn more about the resources available; and to give you fast, easy access to market performance data.