CONTACT

We’re ready to listen to your needs.

Our team is dedicated to serving clients’ needs. We’re independent, which means you’re not alone—we’re here to help you with your goals. And the values we adhere to help ensure you’ll always come first.

We’re ready to listen to your needs.

We’re ready to listen to your needs.

Our team is dedicated to serving clients’ needs. We’re independent, which means you’re not alone—we’re here to help you with your goals. And the values we adhere to help ensure you’ll always come first.

Let’s have a conversation.


888.637.3847
195 Park Avenue 
Worcester, Massachusetts 01609

Contact Us

Let’s have a conversation.


888.637.3847
195 Park Avenue 
Worcester, Massachusetts 01609

Contact Us

​Say hello to your new ​financial representative & office staff.
We're here to help, whenever you're ready.


​Say hello to your new ​financial representative & office staff.


We're here to help, whenever you're ready.


​Say hello to your new ​financial representative & office staff.
We're here to help, whenever you're ready.


Greg Lavelle

MBA President/CEO

Samantha Savageau

Office Manager/Executive Assistant

Chelsea Sanderson

Marketing Manager

Courtney Therien

Account Manager

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