by Subash DharelAugust 4, 2014 Event Taking Control of your Future: Housing Options in Retirement Local experts on downsizing can help you or your parents decide this important step. Whether you are leaving the ‘burbs … Read More
by Subash DharelSeptember 11, 2013 Outside Consultants Denise Yelvington, CPA Denise is a partner at Sheffield Advisors and provides tax counseling, tax forecasting and tax preparation services for clients, including … Read More
by Subash DharelSeptember 11, 2013 Outside Consultants Nancy Grignon Nancy is one of the most experienced real estate agents serving Belmont and Watertown. She is arguably one of the … Read More
by Subash DharelSeptember 11, 2013 Outside Consultants Joseph DiMeo, CBR Joe is an experienced real estate agent serving Medford, Winchester and Woburn primarily. He is a Certified Buyer’s Representative and … Read More
by Subash DharelSeptember 11, 2013 Outside Consultants Estate Planning Attorneys We have a few attorneys that we consult with who each live in different geographic regions around the areas we … Read More
by Subash DharelSeptember 11, 2013 Face behind Walnut Christopher Grande, MSIM, RMA® 18 years of financial planning and investment management who has helped clients with complex planning situations involving retirement income planning, … Read More
by Subash DharelSeptember 11, 2013 Face behind Walnut Alfred Angelici, MSIM Over 25 years in financial services from systems, to products, to investment research and business analysis from analyst to vice … Read More