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
Office Staff
Our Location
Schedule a Consultation
If would you like to schedule a consultation with a Canby financial advisor, please fill out the form below.