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Diversified Financial Management, Inc.
Stephanie Condakes Torski, CFA
80 Washington St. Suite O-54
Norwell, MA 02061
Phone 781-792-0440
E-mail sct@dfminc.ws
Web www.dfminc.ws
Fee Only Financial Planning and Wealth Management for successful individuals
and families. Independent, Objective, Registered Investment Advisor.
McGrath & Ricardi Financial Group
Jane Ricardi CFP
81 Samoset Street
Plymouth, MA 02360
Phone 508-830-6893
Fax 508-830-6894
E-mail janeric11@msn.com
Web janericardi.com
Personal and Professional Financial Planning. Specialized in
Retirement Planning and Investment Management.
Merrill Lynch
Elmarie Crowley
Finacial Advisor
One Pine HIll Dr. 5th Fl
Quincy, MA 02169
Phone 617-745-5590
E-mail elmarie_crowley@ml.com
Working with clients in all areas of their financial lives, helping to identify
and work toward their goals.
Merrill Lynch Global Private
Client Group
Frank Perfetuo, CFA
1050 Hingham St., 2nd Floor
Rockland , MA 02370
Phone 888-271-1403
Fax 781-559-0769
E-mail francis_perfetuo@ml.com
Web http://fa.ml.com\romangroup
Our team delivers customized and comprehensive investment
solutions for the needs of individuals and small businesses.
RBC Wealth Management
Barbara A. Case
80 Washington St - Bldg J
Norwell , MA 02061
Phone 781-681-7815
Fax 781-681-7801
E-mail barbara.case@rbc.com
Web www.rbc.com
Providing customized investment solutions to individuals,
families, businesses, and institutions with superior service.
Ryder Insurance Agency, Inc.
Jim Aldred
247 North Main Street
Randolph, MA 02368
Phone 781-963-0390
Fax 781-963-9274
E-mail ryder_Insurance@juno.com
Business, personal, auto, ocean marine and bonds.
Smith Barney
Thomas Burke
25 Recreation Park Drive
Hingham , MA
Phone 781-740-3099
Fax 781-740-3136
E-mail thomas.m.burke@smithbarney.com
Web fa.smithbarney.com/tomburke
Small business and personal financial consulting with a focus
on where work and family lives meet.
Strategic Financial Partners
Maria Miller
800 South Street, Suite #505
Waltham, MA 02453
Phone 781-788-4633
Fax 781-642-6730
E-mail mmiller@sfp-ma.com
Our firm strives to provide a unique financial experience for all of our clients
with a focus on helping them work towards building their financial freedom.
UBS Financial Services
Kira Edmonds
Financial Advisor & Planner
100 Federal St. 27th Fl
Boston, MA 02110
Phone 617-680-2056
E-mail kira.edmonds@ubs.com
Web www.ubs.com
Planning & Advice to help you or your business achieve a secure future.
Universal Mortgage Group LLC
Dave Vermeulen
25 Mall Road Suite 300
Burlington , MA 01803
Phone 781-229-7380
E-mail dvermeulen@umgllc.com
Specialists in helping seniors determine if a reverse mortgage is
the right service and product for them.
Wachovia Securities
Rachal Chahine
Finacial Advisor
2 International Place, 20th Fl
Boston, MA 02110
Phone 617-289-9521
E-mail Rachal.Chahine@wachoviasec.com
Working with clients to formulate and implement a comprehensive investment plan
and to provide ongoing financial guidance and direction. Striving to help clients
accomplish their ultimate individual and family goals.
WH Cornerstone Investments
Paula Harris
P O Box 207
Duxbury, MA 02331
Phone 888-797-9009
Fax 781-679-0671
E-mail pharris@whcornerstone.com
Web Site www.whcornerstone.com
Coordinating the financial affairs of a select group of clients with a
special emphasis on working with women in transition.
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