Financial Planners
Exchange Authority
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SERVICE PROVIDERS>>TENANT IN COMMON

Financial Planners

The following list of cooperating Financial Panners is provided for information purposes and as a convenience to subscribers of the Exchange Authority web site and is not an endorsement or recommendation of the listed firms.  As consideration for the listing, all of the firms have agreed to create a reciprical link to www.exchangeauthority.com.  The Exchange Authority welcomes additional cooperating links.  For further information contact the Exchange Authority at (978) 433-6061 or 1031@exchangeauthority.com.

Connecticut|Maine|Maryland|Massachusetts|New Hampsire|New Jersey|New York|Pennsylvania|Rhode Island|Vermont


Massachusetts

Ken Steele
CLU, ChFC, CFP®
Senior Financial Planner
Financial Services Representative

Metlife
200 West Street 3rd Floor
Waltham, MA 02451
Phone: (781) 672-2867
FAX: (781) 672-2999

ksteele@metlife.com    www.kensteele.metlife.com

Ameriprise Financial
John Ioakimidis
Arlington, MA 02474
john.s.ioakimidis@ampf.com
www.ampf.com
(781) 643-3500

Sparhawk Asset Management
Mark S. Sparhawk, CFP
Worcester, MA  01605
mark@sparhawkmgmt.com
www.sparhawkmgmt.com
(508) 792-1540

North Shore Advisory Group
Edward Waldron, III, President
Bedford, MA  01730
www.northshoreadvisorygroup.com


 


 

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