Financial Services

Citrin Cooperman

30 Braintree Hill Office Park
Suite 300
Braintree, MA 02184

Ms. Bonnie Simmons

Member Since: 1991

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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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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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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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Withum

25 Braintree Hill Office Park
Suite 102
Braintree, MA 02184

Mr. Mark Dow

(617) 471-1120

Member Since: 1972

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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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Imperia Wealth Management

25 Braintree Hill Office Park
Suite 200
Braintree, MA 02184

Michael Bellody

7814284192

7817752071

Member Since: 2025

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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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paulGiulio Design Group

16 Mast Hill Road
Hingham, MA 02043

paulgiulio

(508) 962-6549

Member Since: 2018

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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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McNamara Financial Services, Inc.

1020 Plain Street
Suite 200
Marshfield, MA 02050

Ms. Alyssa McNamara Reed

(781) 834-2010

Member Since: 2013

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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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Sandy Cove Advisors

37 Derby Street
Suite 5
Hingham, MA 02043

Deirdre Prescott

(617) 622-1500

Member Since: 2017

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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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Stage Harbor Financial

100 LOWDER BROOK DRIVE
SUITE 2500
WESTWOOD, MA 02090

James Scanlan

(781) 934-3141

Member Since: 2025

Stage Harbor Financial is a privately owned, independent advisory firm headquartered in Westwood, MA. Our team of comprehensive financial planners take great pride in the personal relationships we build with our clients, tailoring every aspect of our cl

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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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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.