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.
Jeffrey G. Affeldt
Daniel F. Miles
James Andrew Calabrese, CFP®
Robert James Morin, CFP®
First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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413-785-4933
David Reynolds Avery
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
413-236-0976