Contact Us

Please contact us with any questions or to schedule a meeting:

Telephone: 508-598-1082
Fax: 508-598-1087

Office Location:
161 Worcester Road, Suite 408
Framingham, MA  01701

General email inquiries: [email protected]
 

Direct Email

Advisors

Christopher S. Borden, CRPS^®

Mike Flaherty, CFP^®

Daniel J. Flanagan, CPA/PFS, CFP^®, AEP^®

Christopher P. Gullotti, CFP^®

Joelle D. Spear, CFP^®

Retirement Plan Services 

Eric Kristenson, AIF®, CRPS®

Client Service Managers

Gosia Bushko 

Eileen Carlson

David Jaeger

Office Staff

Gretchen Eames

Jeffrey Briskin

Lauren Leverone