CONNECT

Address:

134 Turnpike Road, Suite 300
Southborough, MA 01772

Phone:

774-843-4910

Fax/Other:

774-843-4980

Biographies

 
  • Timothy Curran, CFP®, MBA

    Principal

  • James E. Rose, CFP®

    Investment Advisor Representative
    Financial Planner
    Financial Services Representative

  • Karen Amodeo

    Director of Operations

  • Bonnie Espino

    Personal Marketing Assistant

  • Herbert K. Daroff, JD*, CFP®

    Agency Director - Estate & Business Planning Focus

  • Bryan Morrell

    Sales Support Director

  • Glenn Noland, ChFC, CLU

    Advanced Markets Director

  • Robert Piatelli

    Life Products Director

  • Alan Roycroft

    Investment Director

  • Jennifer Shea, J,D.*, MBA

    Financial Planning Director

  • David J. Tupper

    Business Development Director

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck