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Dream Big

We'll help you work toward your most ambitious goals.

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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Take Charge of your 401(k)

A 401(k) can play a key role in your retirement strategy.

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Our Clients Are Our Priority

Our Clients Are Our Priority

A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional in an effort to ensure that your investments may sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that pursues all your needs.

Financial Confidence

Financial Confidence

We make sure to work closely with you to develop a strategy focused on your goals. 

Jennifer Aube

Jennifer W. Aube, M.S., CFP®, ChFC®

Vice President, Financial Advisor

(978) 874-3254

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Debra Farber

Debra Farber

Client Service Associate

(978) 874-3256

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.