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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.

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Massachusetts

Ken Steele, CLU, ChFC, CFP®
Senior Financial Planner
Metlife
200 West Street 3rd Floor
Waltham, MA 02451
(781) 672-2867 (Phone)
(781) 672-2999 (Fax)
ksteele@metlife.com  
www.kensteele.metlife.com
 
John Ioakimidis
Ameriprise Financial
Arlington, MA 02474
(781) 643-3500
john.s.ioakimidis@ampf.com
www.ampf.com
 
Mark S. Sparhawk, CFP
Sparhawk Asset Management
Worcester, MA  01605
(508) 792-1540
mark@sparhawkmgmt.com
www.sparhawkmgmt.com
 
Edward Waldron, III, President
North Shore Advisory Group
Bedford, MA  01730
www.northshoreadvisorygroup.com
 

Jeffrey N. Schweitzer, EPA, CEP, ATP
Northeast Financial Strategies Inc.
Norwood, MA 02062

(800) 560-4637 x14
(781) 440-6665
www.nfsnet.com
 
Josh Fagan, President/CEO
Fagan & Rawlings Capital Management
Denton, TX
arawlings@farcapital.com
 
Anthony R. Bartlett, ChFC
Financial Planner
Baystate Financial Services
One West Boylston Street, Suite 101
Worcester, MA 01605
(508) 890-6258 / (800) 337-2447
(508) 793-1870 Fax
abartlett@baystatefinancial.com
www.retirementforlife.com