CONNECT

Address:

20 Park Avenue
Worcester, MA 01605

Phone:

508-795-0264

Fax/Other:

508-791-9841

Associates

 
  • Benjamin Cauley

    Financial Planning Associate

  • Tracey Lee

    Administrative Assistant

  • Audrea Lundstrom

    Administrative Assistant

  • Andrea Lucey, CFP®

    Financial Planning Associate

  • Lori Lemieux

    Administrative Assistant

Partners

  • Richard Carr, CFP®, ChFC®, CLU®, CASL®,

    President

  • Christopher Carelli

    Partner - Financial Planner

  • Ryan M. Kittredge, CFP®

    Partner - Financial Planner

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