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
      • Show More

      Languages:

      • English
    2. Kurt Lovell, Sr

      LUTCF®

      Wellesley Satellite Office

      Focus:

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

      Languages:

      • English
    3. Kurt "Kurt" Lovell, II

      RICP®

      Wellesley Satellite Office

      Focus:

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

      Languages:

      • English
    4. Thomas E. Ruggiero

      ChFC®, CLU®

      Wellesley Satellite Office

      Focus:

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

      Languages:

      • English
    CRN201905-211178