Wellesley Satellite Office

Satellite Office

100 William St., Suite 300
Wellesley, MA 02481

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    MAIN OFFICE


    Our Financial Professionals

    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
      • Sean D. Brennan

        Wellesley Satellite Office

        Focus:

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

        • English
        • Lee Ann Fatalo

          CFP®

          Wellesley Satellite Office

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Duston "Dusty" Ladieu

            CFP®, AEP®

            Wellesley Satellite Office

            Focus:

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

            Languages:

            • English
            • Kurt "Kurt" Lovell, II

              RICP®

              Wellesley Satellite Office

              Focus:

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

              Languages:

              • English
              • Kurt Lovell, Sr

                LUTCF®

                Wellesley Satellite Office

                Focus:

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

                Languages:

                • English
                • Paul R. Reed

                  Wellesley Satellite Office

                  Focus:

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

                  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