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Our experienced team is here to offer you ongoing guidance and planning.

Account Access

Kevin B. McGrath AIF®

Investment Advisor Representative

508-281-5890

Brenda A. Phillips

Paraplanner

508-281-5840

Michelle L. Chausse MBA

Investment Advisor Representative

508-281-5860


Ellis N. Pfahl

Investment Advisor Representative

508-281-5820

Maria Lima

Retirement Plan Coordinator

508-281-5810