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Disaster Recovery

In the event of a natural disaster and you are unable to reach us, here are some important contact numbers:

Charles Schwab & Co.

American Funds
(800) 421-0180

Massachusetts Emergency Management Agency
(508) 820-2000

To reach Rick Fingerman, Lyman Jackson, Janet Friedman or Andrew Holmes  go to your most recent client letter and call the cell number at the bottom of the letter.

Schedule a Quick Call