CONNECT

Address:

20 Park Avenue
Worcester, MA 01605

Phone:

508-795-0264

Fax/Other:

508-791-9841

Associates

 
  • Molly Brown

    Financial Planning Coordinator

  • Benjamin Cauley, CFP®

    Financial Planner

  • Andrea Lucey, CFP®

    Financial Planning Coordinator

  • Lori Lemieux

    Administrative Assistant

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

    President

  • Christopher Carelli

    Partner - Financial Planner

  • Ryan M. Kittredge, CFP®

    Partner - Financial Planner