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.
Compliance approval 1-05038302
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.
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.
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.
**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 Most of the information is out of date.**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
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
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:
Roy Schreiber CPA - Sharon, MA - 781-784-2929
Gerry Keohane CPA - Wellesley, MA
Gary Weinman CPA - Waltham, MA
Integrity Tax & Business Partners - Enrolled Agents -
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
Daria Bentley - Walpole, MA - Fall River, 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
Tom Hichar CPA - Providence, RI
Denise Hanlon CPA - Norwood, MA
Don Zidik CPA - Lexington, 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
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