Wellesley Satellite Office

Satellite Office

100 William St., Suite 300
Wellesley, MA 02481

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    MAIN OFFICE


    Our Advisors

    1. Vincent "Vin" Beaudoin

      AAMS®, CRPC®

      Wellesley Satellite Office

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Business Owners
      • Business Succession Planning
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      Languages:

      • English
      • Kurt Lovell, Sr

        LUTCF®

        Wellesley Satellite Office

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Business Owners
        • Retirement Income Planning
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        Languages:

        • English
        • Kurt "Kurt" Lovell, II

          RICP®

          Wellesley Satellite Office

          Focus:

          • Insurance Strategies
          • Investment Strategies
          • Business Owners
          • College Funding Strategies
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          Languages:

          • English
          • Chris Riffle

            CFP®

            Wellesley Satellite Office

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Retirement Income Planning
            • Financial Education
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            Languages:

            • English
            • Thomas E. Ruggiero

              ChFC®, CLU®

              Wellesley Satellite Office

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Charitable Giving
              • Estate Planning
              • Show More

              Languages:

              • English
              CRN201905-211178