Experience Makes all the difference
We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Steven R. Tenaglia, CRPC
First Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
508-362-1821
Brian C. Gardiner, CFP,CRPC
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
508-362-1880
James Tenaglia, AWMA
Accredited Wealth Management Advisor℠
Chartered Retirement Plans Specialist (CRPS®)
Visit my personal page
508-362-1894