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
Metlife
200 West Street 3rd Floor
Waltham, MA 02451
(781) 672-2867 (Phone)
(781) 672-2999 (Fax) |
| ksteele@metlife.com |
| www.kensteele.metlife.com |
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John Ioakimidis
Ameriprise Financial
Arlington, MA 02474
(781) 643-3500 |
| john.s.ioakimidis@ampf.com |
| www.ampf.com |
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Mark S. Sparhawk, CFP
Sparhawk Asset Management
Worcester, MA 01605
(508) 792-1540 |
| mark@sparhawkmgmt.com |
| www.sparhawkmgmt.com |
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Edward Waldron, III, President
North Shore Advisory GroupBedford, MA 01730 |
| www.northshoreadvisorygroup.com |
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Jeffrey N. Schweitzer, EPA, CEP, ATP
Northeast Financial Strategies Inc.
Norwood, MA 02062
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| (800) 560-4637 x14 |
| (781) 440-6665 |
| www.nfsnet.com |
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Josh Fagan, President/CEO
Fagan & Rawlings Capital Management
Denton, TX |
| arawlings@farcapital.com |
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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 |
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