Broker Check

Professional Relationships (COI website links).

Compliance approval 1-806712 1/9/2019

This information is not intended to be a substitute for specific individualized tax or legal advice. 

We suggest that you discuss your specific situation with a qualified tax or legal advisor.


Making Connections that Matter

We believe that professionals who interact with and know each other will do a more comprehensive and thus better job for clients. That’s why we have lunch meetings at our offices several times a year and invite all of the professionals our clients are currently working with including CPAs, accountants, estate attorneys, mortgage brokers and others.

Please, reach out to the other professionals with whom you work and recommend that they meet with us.  We also have this page and the links below as a resource.

Our goal is to do a better job for you.

You may have seen our old Professional Services Directories. We’ve updated the list along with our website to make it easier for you to reach trusted professionals.

 

Please feel free to call on any of the individuals linked below.  We have met with all of them and are confident in their abilities to help you.  If you want further guidance, reach out to your Balance Wealth advisor for a recommendation.

We ask our clients before every meeting for recommendations to good people or if they need some referrals to find someone new.

**Click here to open/print a larger version**

 

The Example below is from 2005 - funny stuff we were all a lot younger. The first one dates to 1997 or earlier, of course, there were no emails. But clearly,  connecting with other professionals has been a focus for a long time.

 

The original PSD circa 1997 (No emails used)                                       

Professional Services Directory 2003

Professional Services Directory 2005

Professional Services Directory 2007

Professional Services Directory 2009

**Please use the links below to contact any of the professionals listed below.  The directories above are for illustration purposes only.  Most of the information is out of date.**

*Yes, we also try to keep current business cards in our conference rooms to give to clients*


Estate Planning Attorneys:

Richard Feigenbaum - Atty - Wellesley, MA - 781-237-9900

https://www.linkedin.com/in/richard-a-feigenbaum-648594119/

George Levoy - Atty - Natick, MA - 508-653-8811

http://lewalaw.com/

Marco Schiavo, Esq. - Atty - Woburn, MA - 781-397-1700 ext 4

https://www.linkedin.com/in/marco-a-schiavo-9aa3163/

William "Bill" Coyne - Atty - Needham, MA

https://www.linkedin.com/in/bostonlegacy/

Francis "Tony" Fitzpatrick - Atty - Norwood, MA

https://www.linkedin.com/in/tony-fitzpatrick-b0bbb07/

Karen DelPonte - Atty - Providence, RI

https://www.linkedin.com/in/karen-delponte-3aa4995/

Business Attorneys:

Jeff Cianciolo, Esq., Partner - Atty - Providence, RI - 401-490-0219

https://www.linkedin.com/in/jeffrey-cianciolo-405632b/

Bryan Colella, Esq. - Atty - Walpole, MA - 508-361-4734

https://www.linkedin.com/in/bryan-r-colella-esq-66417154/

Eleanor Uddo - Atty - Wellesley, MA - 781-237-9900

https://www.linkedin.com/in/eleanor-uddo-610143/

Medicaid Planning Attorneys:

Paul A. Brule, Esq. - Atty - Cumberland, RI - (401) 334-4545

http://www.wbnri.com/


CPA's, Accountants & Tax Preparers:

Roy Schreiber CPA - Sharon, MA - 781-784-2929

https://www.linkedin.com/in/roy-schreiber-3599a57/

Gerry Keohane CPA - Wellesley, MA

https://www.linkedin.com/in/gerry-keohane-1549425/

Gary Weinman CPA - Waltham, MA

https://www.linkedin.com/in/gary-weinman-037ab88/


Integrity Tax & Business Partners - Enrolled Agents -

(781) 772-1840

Wellesley/Belmont/Sudbury/Walpole

http://integritytaxbp.com/

                                    Marc Krell - Wellesley, MA

                                     https://www.linkedin.com/in/marckrellintegritytax/

                                    Scott Franklin, EA, JD - Wellesley, MA - Fall River, MA

                                     https://www.linkedin.com/in/scottfranklinintegritytax/

                                     John Pearson, EA - Sudbury, MA

                                     https://www.linkedin.com/in/john-pearson-ea-5b318545/

                                     Warren Bergerson, EA - Walpole, MA

                                     https://www.linkedin.com/in/warrenbergersonintegritytax/

                                     Harvey Blonder, EA - Walpole, MA

                                     https://www.linkedin.com/in/harveyblonderintegritytax/

                                    Daria Bentley - Walpole, MA - Fall River, MA

                                    Providence, RI

                                     https://www.linkedin.com/in/daria-boyce-bentley/


Quality Tax & Business Partners - Tax Preparation - Medford, MA

http://www.qtbp.net/

https://www.facebook.com/qualitytaxandbusinesspartners/?fref=ts

                                   Christopher Remick – Medford, MA

                                    https://www.linkedin.com/in/chrisremicktaxservice/

                                   Jackie Gorecki – Medford, MA

                                    https://www.linkedin.com/in/jackiegoreckitaxservice/

                                   Marilyn Hurley – Medford, MA

                                    https://www.linkedin.com/in/marilynhurleytaxservices/

                                   Paul Couturier – Medford, MA

                                    https://www.linkedin.com/in/paulcouturiertaxservice

                                   Luisa San Juan, EA, MD – Medford, MA

                                    https://www.linkedin.com/in/luisasanjuantaxservice

                                   Waleska Vazquez – Medford, MA

                                    https://www.linkedin.com/in/wallyvazqueztaxservice


Tom Hichar CPA - Providence, RI

https://www.linkedin.com/in/tom-hichar-b3b7267/

Denise Hanlon CPA - Norwood, MA

https://www.linkedin.com/in/denisehanloncpa/

Don Zidik CPA - Dedham, MA

https://www.linkedin.com/in/don-zidik-b5524914/


Mortgage Brokers/Equity Lines & Reverse Mortgages:

Don Larsen - South Shore and licensed in all 50 States - 617-257-7916

https://www.linkedin.com/in/don-larsen-b6533a149/

Kevin Murphy - MTGP - Sharon, MA - 781 389-8160

https://www.linkedin.com/in/kevin-murphy-7244a918/

Ellen Connors - Reverse MTGP - Greater Boston area

https://www.linkedin.com/in/ellen-connors-crmp-mba-9a10922/

Tom McLaughlin - MTGP - Greater Boston area

https://www.linkedin.com/in/tom-mclaughlin-a05b935/

Sasha Liang - Home Equity Loans - Wellesley, MA

https://www.linkedin.com/in/sasha-liang-08486a4/

Joe and Rebecca DeMarco - MTGP - Newton/Foxboro/MetroWest - 508-254-0846

https://www.linkedin.com/in/joegdemarco/

https://www.linkedin.com/in/rebecca-demarco-2b229265/

Alex Gottfried - Reverse Mortgages - Greater Boston/Metro West

https://www.linkedin.com/in/alexgottfried/


Property & Casualty Agents (Home and Auto):

Mike Mullany - P&C - Boston, MA 

https://www.linkedin.com/in/michaelm12/

Howard Insurance - P&C - Norwood, MA - 781-762-1868

http://www.ahowardinsurance.com/

Alex Merida - P&C - Hartford, CT

https://www.linkedin.com/in/alex-merida-b567b1/


College Advisors:

Larry Dannenberg - College - Framingham, MA

https://www.linkedin.com/in/larry-dannenberg-4488271/

Gregg Cohen - College - Greater Boston area

https://www.linkedin.com/in/gregg-cohen-463137/

College Advisors Online - College - Providence, RI

http://collegeadvisorsonline.com/


Real Estate Brokers:

Ned Mahoney - RE - Needham, MA

https://www.linkedin.com/in/nedmahoneymytown/

Cheryl Eidinger-Taylor - RE - Greater Boston area

https://www.linkedin.com/in/feelslikehome/

Karen Kennedy - RE - Greater Boston area

https://www.linkedin.com/in/karen-kennedy/


Home Health Care Services:

Natick VNA - 5 Star agency - 100+ years of serving MetroWest

http://www.natickvna.org/