The Financial Planning Association of Massachusetts
Gold Level Chapter
Platinum Partners
Artio Global Investors
Bentley University
Charles Schwab
Chubb Personal    Insurance
FBR Funds
Forward Funds
Loomis Sayles
Morningstar
Pioneer Investments
Prospect Mortgage
Trust Company of America
US Global
   Investors Inc.

Wellesley Investment
   Advisors, Inc.

William Blair Funds

Gold Partners

Silver Partners - 2009 Conference
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TD Ameritrade    Institutional
 
         
         
       
  If you have been in the news recently, send us your name, company, and information about the article (including date published) to admin@fpama.org and we will post it here.  
     

 

 
September 2009 – Rick Fingerman, CFP® “Advice for cancer patients”. September 8, 2009 Investment News: Click here for details

Boston.com Online Chats
May 12, 2009 - Jason Lilly - 7 Tips for a Better Mortgage Chat Gallery
May 26, 2009 - Dan Galli - 10 Steps to a Solid Retirement Chat Gallery
June 9, 2009 - John LeBlanc - 7 Financial Strategies for the Jobless Chat Gallery
June 23, 2009 - Debbie Levenson - Maximize Your 529 Plan College Savings Plan Chat Gallery
July 7, 2009 - Deb Neiman - 8 Financial Items to Review Every Summer Chat Gallery
July 21, 2009 - John Mcavoy - The Five Year Retirement Plan Chat Gallery
August 4, 2009 - Jason Lilly - Portfolio Problems? 10 ways to Bring Your Retirement Portfolio Back to Life Chat Gallery
August 18, 2009 - Linda Homsey - Personal Financial Chat Chat Gallery
September 1, 2009 - Dan Galli - 7 Steps to Restoring Your Financial Health Chat Chat
September 15, 2009 - R. Patricia Grenier - To Roth or Not to Roth Chat
September 29, 2009 - Steven Doucette - Social Security: Take, Leave or Reset It Chat Gallery
October 27, 2009 - Bill Driscoll - 10 Things to Know About Long Term Care Insurance Chat Gallery
November 10, 2009 - Deb Levenson - Eight Tips for On-Line Banking Chat Gallery

June, 2009 – Dick Power was featured in the Boston Herald: Click here for details

May, 2009 - Check out our own Nan Sabel, CFP on the cover of Boston Globe Magazine May 10, 2009...
Click Here for Details

Nan Jones

May, 2008 – Daniel J. Galli, CFP® Moderated a Boston.com Chat on Financial Planning:
http://www.boston.com/business/personalfinance/articles/2008/05/06/personal_finance_chat_with_dan_galli/ .

February, 2008 - Daniel J. Galli, CFP® was featured in a Boston Globe article “ Negotiating the Mortgage Maze ”.

 

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