Wakefield Satellite Office

Satellite Office

301 Edgewater Place, Suite 200
Wakefield, MA 01880

Get Directions

    See our Licenses and Disclosures

    MAIN OFFICE


    Our Financial Professionals

    1. Christopher "Chris" Barrett

      Wakefield Satellite Office

      Focus:

      • Insurance Strategies
      • Investment Strategies
      • Financial Education
      • Retirement Strategies
      • Show More

      Languages:

      • English
      • Janice Berner

        CPA*, CLTC®, CDFA®, MBA

        Wakefield Satellite Office

        Focus:

        • Insurance Strategies
        • Investment Strategies
        • Business Owners
        • Retirement Income Planning
        • Show More

        Languages:

        • English, Spanish
        • Stephen B. Camarro

          CFP®, MBA

          Wakefield Satellite Office

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Christopher "Chris" Canney

            Wakefield Satellite Office

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • Military
            • Show More

            Languages:

            • English
            • Joanne Mondello Croteau

              CLTC®

              Wakefield Satellite Office

              Focus:

              • Insurance Strategies
              • Investment Strategies
              • Retirement Income Planning

              Languages:

              • English
              • Stephen "Steve" Cunha

                AIF®, CRPS®, CLU®, CLTC®, CFP®

                Wakefield Satellite Office

                Focus:

                • Insurance Strategies
                • Retirement Income Planning
                • Business Succession Planning
                • Group Benefits
                • Show More

                Languages:

                • English
                • Joe D'Amore

                  MSFS

                  Wakefield Satellite Office

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Financial Education
                  • Risk Management Strategies

                  Languages:

                  • English
                  • Gene "Gene" del Rio

                    CLU®

                    Wakefield Satellite Office

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Retirement Income Planning
                    • Business Succession Planning
                    • Show More

                    Languages:

                    • English
                    • George "George" ELLISON, JR

                      Wakefield Satellite Office

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies
                      • Business Owners
                      • Business Succession Planning
                      • Show More

                      Languages:

                      • English
                      • Michael "Mike" Enright

                        ChFC®, CLTC®

                        Wakefield Satellite Office

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Anne "Annie" Gelineau Powers

                          Wakefield Satellite Office

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Retirement Income Planning
                          • Financial Education
                          • Show More

                          Languages:

                          • English
                          • Alexander "Alex" Krisak

                            Wakefield Satellite Office

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies
                            • Business Owners
                            • College Funding Strategies
                            • Show More

                            Languages:

                            • English
                            • Shawn Mooney

                              Wakefield Satellite Office

                              Focus:

                              • Insurance Strategies
                              • Business Owners
                              • Charitable Giving
                              • Estate Planning
                              • Show More

                              Languages:

                              • English
                              • Peter Petri

                                Wakefield Satellite Office

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies
                                • Business Owners
                                • Military
                                • Show More

                                Languages:

                                • English
                                • Marsha A. Scire

                                  CLTC®, LUTCF®

                                  Wakefield Satellite Office

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies
                                  • Business Owners
                                  • Retirement Income Planning
                                  • Show More

                                  Languages:

                                  • English
                                  • Edward A. Shelley

                                    Wakefield Satellite Office

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies
                                    • Retirement Income Planning
                                    • College Funding Strategies
                                    • Show More

                                    Languages:

                                    • English
                                    • Ken Steele

                                      CFP®, ChFC®, CLU®, CASL®

                                      Wakefield Satellite Office

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies
                                      • Retirement Income Planning
                                      • Financial Education
                                      • Show More

                                      Languages:

                                      • English
                                      CRN202109-253382