(413) 949-0679 asacco@assumption.edu

Professional Advisors

Contact Our Professional Advisors

Our professional advisors invite you to contact them to learn how they might help you with your estate planning needs.

Andreoli & Smiley Financial Services
One Chestnut Place, Suite 1010, Worcester, MA 01608 || Tel: 508-791-2241
Contact: Arthur Andreoli 
Contact: Mark W. Smiley


Benefit Development Group
446 Main Street, Worcester, MA 01608 || Tel: 508-798-0893
Contact: Michael Tsotsis


Bowditch & Dewey
311 Main Street, Worcester, MA 01608 || Tel: 508-791-3511
Contact: Michael Brockelman, Esq. || Tel: 508-926-3407 
Contact: Christopher Mehne, Esq. || Tel: 508-926-3421
Contact: Erwin Miller, Esq.
Contact: John Shoro, Esq. || Tel: 508-926-3433


Carlin, Charron & Rosen LLP
1400 Computer Drive, Westborough, MA 01581-1790 || Tel: 508-926-2448 
Contact: James P. Carney, CPA/PFS, CVA; Partner


The Feingold Companies
22 Elm Street, Worcester, MA 01608 || Tel: 508-831-9500
Contact: Saul Feingold, CLU, ChFC 
Contact: David Dimenstein, CLU, CFP


Flagship Bank and Trust Company
491 Shrewsbury Street, Worcester, MA 01604 || 
Tel: 508-890-7700
Contact: A. Peter Babyak
Contact: Edward Connor, Jr.
Contact: Dorothy Dudley, CTFA
Contact: Robert Heppe, Jr., Esq. 
Contact: Priscilla Short Kerr, CTFA


Fletcher, Tilton & Whipple
370 Main Street, Worcester, MA 01608 || Tel: 508-798-8621
Contact: Richard Barry, Esq.
Contact: Robert Dore, Jr., Esq.
Contact: Warner Fletcher, Esq.
Contact: Dennis Gorman, Esq., CPA, MST 
Contact: John Hodgson, Esq.
Contact: Carol Lawrence, CTFA
Contact: Arthur Miller, Esq.
Contact: Frederick Misilo, Jr., Esq.
Contact: Sumner Tilton, Jr., Esq.


F.S. Trust Inc
390 Main Street, Suite 925, Worcester, MA 01608 || Tel: 508-831-7091
Contact: Gregory P. Hevey, MST, CFP; President 
Contact: Victoria Deeds, CTFA; Asst. Vice President & Trust Officer


Arthur J. Giacomarra, Attorney at Law
34 Mechanic Street, Worcester, MA 01608 || Tel: 508-753-0121
Contact: Arthur Giacomarra


John E. Graham & Associates, PC
446 Main Street, 10th Floor, Worcester, MA 01608 || 
Tel: 508-754-8512
Contact: John Graham, CPA


Granger Financial Services
800 Main Street, Holden, MA 01520 || Tel: 508-829-0096
Contact: Dorothy Granger, CLU, ChFC
Contact: Kimberley Caola


 

Greenberg, Rosenblatt, Kull & Bitsoli, P.C.
306 Main Street, Suite 400, Worcester, MA 01615-0034 || Tel (508) 791-0901 
Contact: William E. Philbrick, CPA, MST, CVA


P.L. Jones & Associates, P.C. 
34 Cedar Street, Worcester, MA 01609 || Tel: 508-755-7575 
Contact: Patricia Jones


Landau & O’Connor, PC 
668 Pleasant Street, Worcester, MA 01602 || Tel: 508-756-9229
Contact: Kathleen O’Connor, Esq.


Leo P. McCabe Attorney
26 Maple Street, Holden, MA 01520 Tel: 508-829-4331
Contact: Leo McCabe


Merrill Lynch
446 Main Street, Worcester, MA 01608 || Tel: 800-550-2719 
Contact: Jane Holt Weber, CFM, Financial Advisor


Mirick O’Connell
100 Front Street, Worcester, MA 01608 || Tel: 508-791-8500
Contact: Ralph St. George, Esq.
Contact: Robert Martin, Esq.
Contact: Janet Wilson Moore, Esq.
Contact: Andrew O’Donnell, Esq.


Mountain, Dearborn & Whiting, LLP
370 Main Street, Worcester, MA 01608 || Tel: 508-756-2423
Contact: Ann Molloy, Esq.


O’Connor, Maloney & Co., PC
446 Main Street, Worcester, MA 01608 || Tel: 508-757-6391
Contact: Eugene R. Bouchard, CPA


Papaz Financial Advisors
114 Turnpike Road, Westborough, MA 01581 || Tel: 508-366-1202
Contact: G. Michael Papaz, CLU, CFP; President


Peak Financial Services, Inc.
382 W. main Street, Suite 201, Northboro, MA 01532 || Tel: 508-351-9775
Contact: Kevin M. O’Brien, CFP


Seder & Chandler
339 Main Street, Worcester, MA 01608 || Tel: 508-757-7721
Contact: Marvin S. Silver, Esq.


UBS Financial Services 
154 Redemption Rock Trail, Sterling, MA 01564 || Tel: 508-831-1071
Contact: Stephen J. Erickson, CFP


Waddell and Reed
255 Park Avenue, Worcester, MA 01609 || Tel: 508-363-1200
Contact: Wendy Innis, Financial Advisor

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