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
 
 











 

 

 

 

 

 



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

Merrill Lynch

Jeffrey I. Appelstein
Assistant Vice President
8 Essex Center Drive
Peabody, MA 01960
Tel: 978-977-7152 or 800-370-5360
Fax: 978-977-7119
Email: jeffrey_applestein@ml.com
URL: www.ml.com

 

LMC Investments, Inc.
Joe DeGrazia
1 Hollis Street
Suite 435
Wellesley, MA 02482
Tel: 781-237-6767
Fax: 781-239-0635
Email: www.allcreditloans.com

 

New England Advisory Group
Noah French
Financial Planner
75 Wells Avenue
3rd Floor
Newton, MA 02459
Tel: 617-964-6966 x3099
Fax: 617-429-1483
Email: www.allcreditloans.com