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Our Team

Erica Feldblum, CFP, has been working in the financial services industry for 27 years. She first embarked on her career in California at Palm Springs Savings Bank prior to her career in Boston at Fleet Bank before founding her own firm...


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Rachael Conroy

Managing Director of Employer Retirement Services

(877) 723-0887

As the lead for the Employer Retirement Services Group, Rachael works to deliver quality retirement plan strategies to employers and their employees. With nearly 20 years of retirement and financial planning experience, Rachael and her...

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