Helping anchor your wealth and guide your course.

CONNECT

Address:

40 Beach Street, Suite 202
Manchester by-the-Sea, MA 01944

Phone:

978-525-5562

Fax/Other:

978-525-5580

Associates

 
  • John H. Carroll CFP®

    Managing Director – Investments

  • Dan Bukkhegyi

    Managing Director- Investments

  • David B. Lee

    Associate Vice President- Investments

  • Lesley Dever

    Financial Consultant

  • Lystra Khan

    Senior Registered Client Associate

  • Joel J. Dubé

    Senior Registered Client Associate

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals