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
        • 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
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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
                    CRN202109-253382