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It May Be Time for a Financial Checkup Perception vs. Reality The Power of Tax-Deferred Growth
David Allen

David Allen - CRPC, CLTC

Independent Financial Advisor, Owner & Managing Partner

781-772-2459

781-431-9777

Geoffrey Morrissey

Geoffrey Morrissey

Financial Planning Assistant to David Allen - CRPC, CLTC & Leo White - CRPC, CLTC

781-772-2458

781-431-9777

Yvonne Franklin

Yvonne Franklin

Business Development Director

781-772-2465

781-431-9777

Amy O'Connell

Amy O'Connell

Marketing Manager

781-772-2470

781-431-9777

Barrett Costello

Barrett Costello

Financial Advisor & Managing Partner RI

401-437-4196

781-431-9777

Linh Le

Linh Le

Intern (Emmanuel College 2019)

781-235-8844

781-431-9777

Nathan Seaha

Nathan Seaha

Paraplanner/Advisor Candidate

781-772-2484

781-431-9777

Schuyler Hedberg

Schuyler Hedberg

Intern (Babson College 2019)

401-533-5388

781-431-9777

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