Skip to content
Menu
Home
Our Firm
Our Firm
Working with Us
About Raymond James
Join our Firm
Our Team
Our Team
Newton Lower Falls, MA
Newton Lower Falls, MA
Jason Tholander
Stephen Hollingsworth
Paul Kapur
John Doherty
Christopher Szymanski
Samuel Goldberg
Scott Wheeler
Aaron Buczek
Richard Goldman
Mike Kulesza
Ryan Schott
Jacquelin Mederios
Robert Reilly
Sean Tully
Billerica, MA
Billerica, MA
Jason Tholander
Brian Goguen
Ryan Schott
Thomas L. Fitzpatrick IV
Portland, ME
Portland, ME
Jim O'Clair
Beau Gaudreau
Julie Bishop
Wolfeboro, NH
Wolfeboro, NH
Jeff McGuinness
Anni McGuinness
Westfield, NJ
Westfield, NJ
Matthew Lane
Why Work With a CFP
Services
Services
Executive Services
Corporate Planning Services/Institutions
Multigenerational Planning
Business Owners
Resources
Resources
Estate Planning
Wealth Planning
Institutional Fiduciary Services
Insights
Insights
WorthWhile
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Living Your Legacy
Living Your Legacy
Career
Community
Family
Digital Account
Contact Us
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Newton MA - BDQ
2345 Washington St
Suite 101
Newton Lower Falls, MA 02462-1458
T: 617.964.0400
F: 617.964.0422
Map and Directions
Map and Directions
PREV
ARTICLE
NEXT
ARTICLE
Secure a plan for your family's future
07.10.18
//
Retirement & Longevity
//
Checklist
//
Share
Facebook
Twitter
LinkedIn
Email
Tag Cloud
Longevity Planning
PREV
ARTICLE
NEXT
ARTICLE