Wakefield Satellite Office

Satellite Office

301 Edgewater Place, Suite 200
Wakefield, MA 01880

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    See our Licenses and Disclosures

    MAIN OFFICE


    Our Financial Professionals

    1. Christopher "Chris" Barrett

      Wakefield Satellite Office

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Financial Education
      • Retirement Strategies
      • Show More

      Languages:

      • English
      • Janice Berner

        CPA*, CLTC®, CDFA™, MBA

        Wakefield Satellite Office

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Business Owners
        • Retirement Income Planning
        • Show More

        Languages:

        • English, Spanish
        • Stephen B. Camarro

          CFP®, MBA

          Wakefield Satellite Office

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Christopher "Chris" Canney

            Wakefield Satellite Office

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • Military
            • Show More

            Languages:

            • English
            • Joanne Mondello Croteau

              CLTC®

              Wakefield Satellite Office

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Retirement Income Planning

              Languages:

              • English
              • Stephen "Steve" Cunha

                AIF®, CRPS®, CLU®, CLTC®, CFP®

                Wakefield Satellite Office

                Focus:

                • Insurance Strategies
                • Retirement Income Planning
                • Business Succession Planning
                • Group Benefits
                • Show More

                Languages:

                • English
                • Joe D'Amore

                  MSFS

                  Wakefield Satellite Office

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Financial Education
                  • Risk Management Strategies

                  Languages:

                  • English
                  • Gene "Gene" del Rio

                    CLU®

                    Wakefield Satellite Office

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Retirement Income Planning
                    • Business Succession Planning
                    • Show More

                    Languages:

                    • English
                    • Michael "Mike" Enright

                      ChFC®, CLTC®

                      Wakefield Satellite Office

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Anne "Annie" Gelineau Powers

                        Wakefield Satellite Office

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Retirement Income Planning
                        • Financial Education
                        • Show More

                        Languages:

                        • English
                        • Alexander "Alex" Krisak

                          Wakefield Satellite Office

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners
                          • College Funding Strategies
                          • Show More

                          Languages:

                          • English
                          • Shawn Mooney

                            Wakefield Satellite Office

                            Focus:

                            • Insurance Strategies
                            • Business Owners
                            • Charitable Giving
                            • Estate Planning
                            • Show More

                            Languages:

                            • English
                            • Peter Petri

                              Wakefield Satellite Office

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies
                              • Business Owners
                              • Military
                              • Show More

                              Languages:

                              • English
                              • Marsha A. Scire

                                CLTC®, LUTCF®

                                Wakefield Satellite Office

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies
                                • Business Owners
                                • Retirement Income Planning
                                • Show More

                                Languages:

                                • English
                                • Edward A. Shelley

                                  Wakefield Satellite Office

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • Retirement Income Planning
                                  • College Funding Strategies
                                  • Show More

                                  Languages:

                                  • English
                                  • Ken Steele

                                    CFP®, ChFC®, CLU®, CASL®

                                    Wakefield Satellite Office

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies
                                    • Retirement Income Planning
                                    • Financial Education
                                    • Show More

                                    Languages:

                                    • English
                                    CRN202109-253382