Financial Services

Merrill Lynch - David G. Capelle, CFP®, CIMA®, CPFA™

101 Derby Street
Hingham, MA 02043

Mr. David Capelle

(781) 741-9524

Member Since: 2012

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Merrill Lynch - Eric J. O'Brien, CRPC

101 Derby Street
Hingham, MA 02043

(781) 741-9547

Member Since: 2019

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Pashadre Capital Management, Inc.

33 Union Street
Suite #212
South Weymouth, MA 02190

Mr. Richard W. Smith Jr.

(781) 337-7766

Member Since: 1992

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Contravisory Investment Management

120 Longwater Drive
Suite 100
Norwell, MA 02061

Matthew Sullivan

(781) 740-1786

Member Since: 2015

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Leveroni Financial Management Corp.

50 Braintree Hill Office Park
Suite 205
Braintree, MA 02184

Mr. Timothy W. Leveroni

(781) 848-9821

Member Since: 2011

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Comprehensive Benefit Administrators

120 Longwater Drive
Suite 102
Norwell, MA 02061

Rose Lopes

(774) 463-0201

Member Since: 1987

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Merrill Lynch Wealth Management - The Guidoboni Venezia Group

100 Federal Street, Boston, MA 02110
Boston, MA 02110

Harrison Armstrong

(617) 946-4268

Member Since: 2024

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Brady Capital Advisors

59 North Main Street
Suite 10
Middleboro, MA 02346

Mr. Patrick Brady

978-308-5136

Member Since: 2022

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Edward Jones - Victoria Robillard

103 Front Street
Scituate , MA 02066

Victoria Robillard

(781) 545-5256

Member Since: 2023

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Creative Wealth Solutions and Insurance Services LLC

2048 Washington Street
Suite 2
Hanover, MA 02339

Blair Breton

(339) 222-9105

Member Since: 2024

We provide holistic Financial advice and Investment guidance for our clients.

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Sandy Cove Advisors

37 Derby Street
Suite 5
Hingham, MA 02043

Deirdre Prescott

(617) 622-1500

Member Since: 2017

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Koncentric LLC

12 Dimmock Street
Unit 103
Quincy, MA 02169

Brian Konish

(617) 289-9418

Member Since: 2015

Brian Konish - Managing Director-Investments

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Bank of America Private Bank

100 Federal Street
MA5-100-11-13
Boston, MA 02110

Mr. Robert Connolly

(617) 434-8546

Member Since: 2002

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Withum

25 Braintree Hill Office Park
Suite 102
Braintree, MA 02184

Mr. Mark Dow

(617) 471-1120

Member Since: 1972

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Albert J. Marchionne Insurance Agency, Inc.

11 Independence Avenue
Quincy, MA 02169

Mr. Albert J. Marchionne

(617) 471-5010

Member Since: 1974

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WH Cornerstone Investments

PO Box 207
Duxbury, MA 02331

Ms. Paula Harris

(888) 797-9009

Member Since: 2003

With a track record spanning four decades, we partner with our clients to craft customized, strategic plans that build wealth and establish a solid financial foundation for the future. We empower our clients to navigate life’s unexpected curve balls.