Financial Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Merrill Lynch - Eric J. O'Brien, CRPC
Merrill Lynch - Eric J. O'Brien, CRPC
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101 Derby Street
Hingham, MA 02043
Work Phone: (781) 741-9547(781) 741-9547
Member Since: 2019
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Merrill Lynch - David G. Capelle, CFP®, CIMA®, CPFA™
Merrill Lynch - David G. Capelle, CFP®, CIMA®, CPFA™
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101 Derby Street
Hingham, MA 02043
Mr. David CapelleMr. David Capelle
Work Phone: (781) 741-9524(781) 741-9524
Member Since: 2012
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Imperia Wealth Management
Imperia Wealth Management
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25 Braintree Hill Office Park
Suite 200
Braintree, MA 02184
Work Phone: 78142841927814284192
78177520717817752071
Member Since: 2010
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Albert J. Marchionne Insurance Agency, Inc.
Albert J. Marchionne Insurance Agency, Inc.
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11 Independence Avenue
Quincy, MA 02169
Work Phone: (617) 471-5010(617) 471-5010
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Canby Financial Advisors, LLC
Canby Financial Advisors, LLC
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161 Worcester Road
Framingham, MA 01701
Work Phone: (508) 598-1082(508) 598-1082
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Morgan Stanley - Michele O'Connor
Morgan Stanley - Michele O'Connor
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28 State Street
35th Floor
Boston, MA 02109
Ms. Michele B. O'ConnorMs. Michele B. O'Connor
Work Phone: (617) 589-3297(617) 589-3297
Member Since: 2000
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paulGiulio Design Group
paulGiulio Design Group
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16 Mast Hill Road
Hingham, MA 02043
Work Phone: (508) 962-6549(508) 962-6549
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Quincy Credit Union
Quincy Credit Union
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100 Quincy Ave
Quincy, MA 02169
Deb SchopperleDeb Schopperle
Work Phone: (339) 201-7299(339) 201-7299
Member Since: 2024
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Brady Capital Advisors
Brady Capital Advisors
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Brand Builder Member
59 North Main Street
Suite 10
Middleboro, MA 02346
Mr. Patrick BradyMr. Patrick Brady
Work Phone: 978-308-5136978-308-5136
Member Since: 2022
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Withum
Withum
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Brand Builder Member
25 Braintree Hill Office Park
Suite 102
Braintree, MA 02184
Mr. Mark DowMr. Mark Dow
Work Phone: (617) 471-1120(617) 471-1120
Member Since: 1972
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McCarthy Planning
McCarthy Planning
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209 Broadway Street
Hanover, MA 02339
Alison McCarthyAlison McCarthy
Work Phone: (617) 967-3695(617) 967-3695
Member Since: 2021
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Feenan Financial Group
Feenan Financial Group
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80 Washington St.
Suite M50
Norwell, MA 02061
Mike FeenanMike Feenan
Work Phone: (617) 773-1040(617) 773-1040
Member Since: 2024
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WH Cornerstone Investments
WH Cornerstone Investments
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PO Box 207
Duxbury, MA 02331
Ms. Paula HarrisMs. Paula Harris
Work Phone: (888) 797-9009(888) 797-9009
Member Since: 2003
With a track record spanning four decades, we partner with our clients to craft customized, strategic plans that build wealth and establish a solid financial foundation for the future. We empower our clients to navigate life’s unexpected curve balls.
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Esdale Wealth Advisors
Esdale Wealth Advisors
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226 Lowell Street, Suite 1-A-1
Wilmington, MA 01887
Daniel EsdaleDaniel Esdale
Work Phone: (978) 658-5626(978) 658-5626
Member Since: 2024
We are a well established financial firm offering comprehensive financial planning services and investment management services. We routinely help clients to plan for their long-term financial goals such as saving for college and/or retirement. We also he
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McNamara Financial Services, Inc.
McNamara Financial Services, Inc.
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1020 Plain Street
Marshfield, MA 02050
Work Phone: (781) 834-2010(781) 834-2010
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KB Private Wealth Management of Wells Fargo Advisors
KB Private Wealth Management of Wells Fargo Advisors
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2 International Place
Boston, MA 02110
Work Phone: (617) 289-9418(617) 289-9418
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Twin Gryphon Advisors LLC
Twin Gryphon Advisors LLC
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892 Plain Street
Suite 3
Marshfield, MA 02050
Tim WithersTim Withers
Work Phone: 781-319-0098781-319-0098
Member Since: 2019
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Bank of America Private Bank
Bank of America Private Bank
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100 Federal Street
MA5-100-11-13
Boston, MA 02110
Mr. Robert ConnollyMr. Robert Connolly
Work Phone: (617) 434-8546(617) 434-8546
Member Since: 2002
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Leveroni Financial Management Corp.
Leveroni Financial Management Corp.
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50 Braintree Hill Office Park
Braintree, MA 02184
Work Phone: (781) 848-9821(781) 848-9821
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Contravisory Investment Management
Contravisory Investment Management
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120 Longwater Drive
Norwell, MA 02061
Work Phone: (781) 740-1786(781) 740-1786
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Northwestern Mutual
Northwestern Mutual
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1001 Hingham Street
Rockland, MA 02370
Work Phone: (617) 531-9519(617) 531-9519
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Shadduck Financial
Shadduck Financial
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30 Hollingsworth Avenue
Braintree, MA 02184
Work Phone: (781) 202-4044(781) 202-4044
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Maltby Wealth Management
Maltby Wealth Management
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1 Proprietors Drive Suite C
Marshfield, MA 02050
Bradford F. Maltby Jr.Bradford F. Maltby Jr.
Work Phone: (781) 882-1184(781) 882-1184
Member Since: 2023
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Arsenal Financial, LLC
Arsenal Financial, LLC
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99 Longwater Cir. #204
Norwell, MA 02061
Jeremy VailleJeremy Vaille
Work Phone: (781) 421-3256(781) 421-3256
Member Since: 2024
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Pashadre Capital Management, Inc.
Pashadre Capital Management, Inc.
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33 Union Street
Suite #212
South Weymouth, MA 02190
Mr. Richard W. Smith Jr.Mr. Richard W. Smith Jr.
Work Phone: (781) 337-7766(781) 337-7766
Member Since: 1992
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Minsky Financial Group
Minsky Financial Group
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100 Ledgewood Place Suite 204
Rockland, MA 02370
Jarad MinskyJarad Minsky
Work Phone: (781) 384-6178(781) 384-6178
Member Since: 2024
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Generous Wealth Management LLC
Generous Wealth Management LLC
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892 Plain Street
Marshfield, MA 02050
Lee GenerousLee Generous
Work Phone: (781) 242-5760(781) 242-5760
Member Since: 2024
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Edward Jones - Victoria Robillard
Edward Jones - Victoria Robillard
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103 Front Street
Scituate , MA 02066
Work Phone: (781) 545-5256(781) 545-5256
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Creative Wealth Solutions and Insurance Services LLC
Creative Wealth Solutions and Insurance Services LLC
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2048 Washington Street
Hanover, MA 02339
Work Phone: (339) 222-9105(339) 222-9105
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Edward Jones - Joe Parlavecchio, CFA, CFP®
Edward Jones - Joe Parlavecchio, CFA, CFP®
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480 Adams St
Milton, MA 02186
Work Phone: (617) 698-1912(617) 698-1912
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Citrin Cooperman
Citrin Cooperman
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Partnership Circle
30 Braintree Hill Office Park
Braintree, MA 02184
Ms. Bonnie SimmonsMs. Bonnie Simmons
Member Since: 1991
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Sandy Cove Advisors
Sandy Cove Advisors
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37 Derby Street
Hingham, MA 02043
Work Phone: (617) 622-1500(617) 622-1500
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Merrill Lynch Wealth Management - The Guidoboni Venezia Group
Merrill Lynch Wealth Management - The Guidoboni Venezia Group
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100 Federal Street, Boston, MA 02110
Boston, MA 02110
Work Phone: (617) 946-4268(617) 946-4268
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AP Insurance Group
AP Insurance Group
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720 Washington Street
Suite 701
Hanover, MA 02339
Mr. Kevin DyerMr. Kevin Dyer
Work Phone: (781) 264-6894(781) 264-6894
Member Since: 2017
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Jeremy Devaney
Jeremy Devaney
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56 Maryland Street
Marshfield, United States 02050
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Northwestern Mutual Braintree – Julie Linehan
Northwestern Mutual Braintree – Julie Linehan
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45 Braintree Hill Park
Braintree, MA 02814
Work Phone: (323) 383-8958(323) 383-8958
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Comprehensive Benefit Administrators
Comprehensive Benefit Administrators
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120 Longwater Drive
Norwell, MA 02061
Work Phone: (774) 463-0201(774) 463-0201
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Morgan Stanley - Francisco Munoz
Morgan Stanley - Francisco Munoz
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141 Longwater Drive
Suite 102
Norwell, MA 02061
Francisco MunozFrancisco Munoz
Work Phone: (781) 681-4919(781) 681-4919
Member Since: 2023
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