Broker Check

Professional Relationships (COI website links).

We reach out to all of the professionals that our clients work with and invite them to 2 meetings every year. 

We do both in-person group meetings and ZOOM networking meetings. 

Our goal is to do a better job for our mutual clients by networking and interacting with the professionals that our clients work with. 

Good advice comes from teamwork and on-going discussions.

aking 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.

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**Please use the links below to contact any of the professionals listed below. **

Estate Planning Attorneys:

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

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

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

William "Bill" Coyne - Atty - Needham, MA

Francis "Tony" Fitzpatrick - Atty - Norwood, MA

Karen DelPonte - Atty - Providence, RI

Business Attorneys:

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

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

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

Medicaid Planning Attorneys:

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

CPA's, Accountants & Tax Preparers:

Gerry Keohane CPA - Wellesley, MA

Gary Weinman CPA - Waltham, MA

Integrity Tax & Business Partners - Enrolled Agents -

(781) 772-1840


                                    Marc Krell - Wellesley, MA


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


                                     John Pearson, EA - Sudbury, MA


                                     Warren Bergerson, EA - Walpole, MA


                                     Harvey Blonder, EA - Walpole, MA


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

                                   Christopher Remick – Medford, MA


                                   Jackie Gorecki – Medford, MA


                                   Marilyn Hurley – Medford, MA


                                   Paul Couturier – Medford, MA


                                   Luisa San Juan, EA, MD – Medford, MA


                                   Waleska Vazquez – Medford, MA


Mortgage Brokers/Equity Lines & Reverse Mortgages:

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

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

Ellen Connors - Reverse MTGP - Greater Boston area - MA & RI - 617-750-5266

Tom McLaughlin - MTGP - Greater Boston area

Sasha Liang - Home Equity Loans - Wellesley, MA

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

Alex Gottfried - Reverse Mortgages - Greater Boston/Metro West

Property & Casualty Agents (Home and Auto):

Mike Mullany - P&C - Boston, MA

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

Alex Merida - P&C - Hartford, CT

College Advisors:

Larry Dannenberg - College Solutions - Framingham, MA

Gregg Cohen - College - Greater Boston area

College Advisors Online - College - Providence, RI

Real Estate Brokers:

Ned Mahoney - RE - Needham, MA

Cheryl Eidinger-Taylor - RE - Greater Boston area

Karen Kennedy - RE - Greater Boston area

Home Health Care Services:

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

Rebecca Wild-Wesley - Care Manager and Advocate - Providence, RI & Milford, MA