Jim Anza, RICP®
5 Crystal Pond Road, Suite 50
Southborough, MA (Show Map)
Phone: (781) 844-4173
Email: jim@abw4u.com
Website: www.abw4u.com
Kevin Barry
900 Cummings Center, Suite 414U
Beverly, MA 01915 (Show Map)
Toll-Free: (888) 315-3313
Fax: 978-338-4050
Email: k.barry@lpl.com
Website: www.kirkwealthplans.com
Richard D. Capannola
37 Broad Street, Suite 2
Westfield, MA (Show Map)
Phone: (413) 572-6898
Fax: (413) 642-5051
Email: rich.capannola@lpl.com
Website: www.capannola.com
John B. Castelot, RFC®
252 Sconticut Neck Road
Fairhaven, MA (Show Map)
Phone: (800) 279-8083
Fax: (774) 294-5406
Email: john.castelot@lpl.com
Website: www.financialplanningsecurity.com
Robert Everett, CRPC®, AIF®
1775 Massachusetts Ave, Suite 5
Cambridge, MA (Show Map)
Phone: (617) 733-8336
Email: reverett@northeastplanning.com
Website: www.npaeverett.com
Paul Fitzpatrick
229 Parker Street
Gardner, MA (Show Map)
Phone: (978) 669-0722
Fax: (978) 410-6082
Email: paul.fitzpatrick@lpl.com
Website: www.paulfitzpatrickplanning.com
Stephen Guy
3 Baldwin Green Common, Suite 302
Woburn, MA 01801 (Show Map)
Phone: (781) 932-0303
Fax: (781) 932-0331
Email:sbguy@heritagewealthmanagers.com
Website: www.heritagewealthmanagers.com
Brian W. Heffernan, CFS™, RFC®
5 Crystal Pond Road, Suite 100
Southborough, MA (Show Map)
Phone: (800) 501-7375 ext. 222
Phone: (508) 281-0290
Fax: (508) 281-0292
Email: bheffernan@northeastplanning.com
Website: www.bheffernan.com
Andrew J. Kirk, CFP®
900 Cummings Center, Suite 414U
Beverly, MA 01915 (Show Map)
Toll-Free: (888) 315-3313
Direct: 978-338-4091
Text: 978-993-8247
Fax: 978-338-4050
Email: Andrew.Kirk@lpl.com
Website: www.kirkwealthplans.com
Zachary M. Longley, MBA, RFC®
26 Parker Street, Unit B
Newburyport, MA (Show Map)
Phone: (978) 465-1483
Fax: (978) 463-0027
Email: zlongley@northeastplanning.com
Website: www.newburyportplanning.com
Stephen D. McFeely, CFA®, MBA
26 Parker Street, Unit B
Newburyport, MA (Show Map)
Phone: (978) 465-1483
Fax: (978) 463-0027
Email: stephen.mcfeely@lpl.com
Website: www.newburyportplanning.com
Alexandre M. Oliveira, CRPC®
40 Crescent Street
Waltham, MA (Show Map)
Phone: (781) 996-4480
Fax: (781) 996-4327
Email: AOliveira@Olivetreewealth.com
Website: www.olivetreewealth.com
Mark J. Porter, CFP®, CFA®
633 Chapman Street
Canton, MA (Show Map)
Phone: (781) 562-1800
Fax: (888) 337-9944
Email: mporter@northeastplanning.com
Website: www.mitfcu.org/investment-and-retirement
Will Barbieri Reis
633 Chapman Street
Canton, MA (Show Map)
Phone: (781) 562-1800
Direct-Dial: (774) 462-4300
Mobile: (508) 731-8886 (voice only)
Fax: (888) 337-9944
Email: william.reis@lpl.com
Website: www.willreisplans.com
Corey A. Scrupps, RFC®, AIF®
37 1/2 Forrester Street
Newburyport, MA (Show Map)
Phone: (978) 992-0400
Fax: (978) 463-0027
Email: corey.scrupps@lpl.com
Website: www.yourwealthplanners.com
Ryan J. Smith, CFP®
26 Parker Street, Unit B
Newburyport, MA (Show Map)
Phone: (978) 465-1483
Fax: (978) 463-0027
Email: ryan.j.smith@lpl.com
Website: www.newburyportplanning.com
Paul Tamagni
53 Dilla Street, Milford, MA 01757 (Show Map)
Phone: (508) 634-9900
Fax: (508) 634-9960
Email: paul@tamagniwealthadvisors.com
Website: www.tamagniwealthadvisors.com
Michael D Woodman, CLU, ChFC
17 Hadley Road
Sudbury, MA 01776-1339 (Show Map)
Phone: (877) 932-3339
Email: mwoodman@northeastplanning.com
Website: www.mwoodmanfinancial.com