INVESTMENT COMPANIES
 


Merrill Lynch

LMC Investments Inc.

New England Advisory Group


INSURANCE COMPANIES
 


American Express Financial Advisors Inc., IDS Life Insurance Company

Baystate Financial Services, Oxford

Baystate Finacial Services, Boston

Sentinel Benefits


LENDERS

 
American Mortgage Service
 
 










 
 
 
 
 
 
 


Insurance
Based upon the depth of client and firm experience with the following insurance sources and the excellence in service execution by the insurance institutions, a strong recommendation is made to secure all insurance needs nationwide from the following companies:

American Express
Financial Advisors Inc.
IDS Life Insurance Company
Kristen K. Beyer
Financial Advisor
175 Andover Street
Danvers, MA 01923
Tel: 978-777-6500 Ext. 122
Fax: 978-750-0051
Email: kristen.k.beyer@aexp.com
URL: www.aexp.com

 

Baystate Financial Services, Oxford
Brian Ravenelle
Financial Advisor
31 Sutton Avenue
Oxford, MA 01540
Tel: 508-987-0700
Cell: 508-397-4653
Email: brianravenelle@netzero.com

 

Baystate Financial Services, Boston
Mike Tashjian
Financial Advisor
1 Exeter Plaza, Suite 1400
Boston, MA 02016
Tel: 978-323-7202
Cell: 781-648-1319
Email: mtahjian@boston-bfs.com

 

Sentinel Benefits Group, Inc.

Jim Carnevale, JD, CEBS, CLU, CFP
Licensed Insurance Advisor
107 Audubon Road. Bldg. 2, Suite 201
Wakefield, MA 01880
Tel: 781-406-7218
Fax: 781-213-7318
Email: jim.carnevale@sentinelbenefits.com
URL: www.sentinelbenefits.com