Pat Grenier – Taking Clients Beyond the Bottom Line


We were recently featured in Business West magazine. Please click on the link below to read the article.


The Business West Difference Makers event is coming up on March 30th. Click below for more details.


Please Join Us!
Advanced College Savings Concepts
October 13th

A webinar exploring how to get on track to help meet your education savings goals. The key to college savings is to understand the many choices you have, select a plan, and get started.

Join us to learn more about:

  • Available college savings options
  • The benefits of 529 savings plans
  • Other college funding options
  • The John Hancock Freedom 529 plan
  • Getting started