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160 Gould Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Since 1986, individuals, families and small business owners have chosen Stuart as their advisor because he is able to help them chart their course to financial independence with patience, integrity and wisdom. Stuart has created a...
Greg's practice provides a range of financial planning, investment and insurance solutions for individuals, families, executives, and small businesses. Greg and his team strive to stay on the cutting edge of...
Financial Planning Associate
Sr. Client Services Associate
As Operations Assistant, Ragnhild supports the team by helping to facilitate the client experience model through ongoing service, communications, and the coordination of planning and review meetings. Prior to joining Centinel Financial...
Max Morgovsky is an operations assistant in our Needham Office and is a graduate of the University of Hartford where he studied finance and economics. His wide-range of experience in financial services, accounting, economics, and...
Investment News accepts nominations of professionals from all areas of the financial advisory industry and determines nominees’ eligibility for the 40 Under 40 list based on the following criteria: accomplishments to date, contribution to the industry, leadership and promise. Financial professionals selected for the list pay a fee to Investment News to use materials promoting this award.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.