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Susan A. Flaherty, CPA, CFP
820 Turnpike Street, Suite 203
North Andover, MA 01846
Phone: (978) 725-9400,
Fax: (978) 557-7240
email: webrequest@flahertyllc.com
Susan has eight years of “Big Four” public accounting experience in taxation and financial planning. Susan specializes in tax and financial planning for high net worth individuals and closely held businesses. Her philosophy in application of tax, accounting, and financial planning services is to provide an overall business outlook to the closely held business and family unit in order to maximize wealth generation. www.flahertyllc.com
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Steven Mollohan - President
We are a knowledgeable, professional, customer service oriented insurance agency that offers competitive and comprehensive insurance programs for business, home and auto. We represent A rated insurers and match your needs with the company that has the best coverage and price.
Georgetown Insurance
10 West Main Street •
Georgetown, MA 01833
978-352-8000 • FAX 978-352-7719
Email: georgetownins@onceanddone.com
www.georgetowninsurance.com
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James Augustus
INTEGRATED FINANCIAL SOLUTIONS FOR YOUR BUSINESS & FAMILY™
Sapphire Financial Group, LLC helping to achieve your financial dreams.
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From your first job to retirement, from starting a business to starting a family, from sending the kids to college to caring for elderly parents, we all have dreams. Helping you get there financially is our mission at Sapphire Financial Group, LLC.
Trusted CPAs to handle the accounting and taxes for you and your business. Seasoned financial advisors design your personal financial plan and guide your investments.
Sapphire Financial Group, LLC helping to achieve your financial dreams.
Welcome to Sapphire Financial Group, LLC where professional accounting and tax services combined with wealth management services for the financial well-being of you and your family.
Tax Compliance
Accounting & Bookkeeping
Tax Planning & Advice
Financial Aid Planning & Preparation
Real Estate Sale & Acquisition Planning |
Corporate Benefit Plans
Personal Financial Planning
Estate & Wealth Transfer Planning
Investment Management Services
Income for Life Strategies |
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William L. Rafferty
Licensed Agent New York Life Insurance
800 South Street Suite 600
Watham, MA 02453
Tel: 781-398-8545
Fax: 781-899-5829
Email: wlrafferty@ft.newyorklife.com
Number One Customer Loyalty
New York Life Insurance Company has been named the insurance industry's 2008 Customer Loyalty Engagement First Place Winner. This award recognizes the brand best able to engage consumers and create loyal customers.1
Award Winning Professionally Trained Agents
All New York Life agents must complete an extensive training program to give them the necessary tools to properly evaluate your insurance and financial needs. More importantly, their training is ongoing, so their professional knowledge is always up to date and keeps pace with rapid changes in the financial marketplace. For a record-breaking 53rd consecutive year, New York Life Insurance is the leader of the Million Dollar Round Table (MDRT), the premier international association of financial professionals. This distinction highlights that our agents are trusted, knowledge leaders committed to serving their clients with exemplary performance and the highest standards of ethics, service and productivity.
www.newyorklife.com
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Rick Forrest
Health Insurance Agent
MASS LIC
Tel: 978.887.2288
Cell: 617.448.7865
RickForrest@verizon.net
Free Consultation - Call For A Quote
Serving:
- Individauls and Families
- Sole Proprietors
- Small Businesses
- 1099 Contractors
- W2 Employees
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Georgetown Savings Bank
Thomas J. Sulick
Assistant Vice President
Business Development Officer
303 Haverhill Street
Rowley, MA 01969
Tel: 978.948.8602 X1501
Tel: 866.352.6080
Fax: 978.948.5456
TSULICK@GEORGETOWNSB.COM
WWW.GEORGETOWNSB.COM
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