Financial Planners
The comments and recommendations on this page were made by members of the Framingham Community e-mail list or other Framingham residents. The comments on these pages represents the opinions and experiences of the individuals who made them, not necessarily the person composing the page or the people maintaining the Wiki. Add a recommendation or comment.
Timothy Lepain
Ameriprise Financial
508-655-6066
Natick, MA
We use him ourselves, and would definitely recommend Timothy Lepain, of Ameriprise Financial.
LISA SHAPIRO 3/13/07
Cindy Mangan
Edward Jones
508-872-2522
cell: 978-314-3277
I've had good luck with Cindy Mangan. She made me a lot more money than Merrill Lynch.
Susan Massad 3/13/07
Chris Pazienza
400 West
Cummings Park Suite 3650
Woburn, Ma. 01801
781-933-2067
cpazienza49768@wradvisors.com
I have been using Chris Pazienza for the past 6 years. Chris is with Waddell & Reed. My dealings with Chris have been excellent. I consider Chris a Personal friend; I full trust him and respect his advice. Don't be afraid of his location Chris will come to you. Please call me if you have any questions.
ANDY PIACENTINI 3/13/07
Ron Schavrien
Primerica financial services
(866) 224-3644
primerica.ron@charter.net
I highly recommend Ron Schavrien of Primerica financial services. Ron is kind, knowledgeble, truly interested in what your goals are and not out for "the sale." Also takes the time to explain different investment options etc. such that you become an educated investor. Ron will come to your home or office to meet with you and the initial consultation is free.
Good Luck! Sarah Holmes 3/13/07
Richard Wojcik
Raymond James Financial Services, Inc.
69 Winn Street
Burlington, MA 01803
781-272-2200
Fax: 781-273-4117
Richard.Wojcik@RaymondJames.com
I recommend Richard Wojcik, who is fee-based rather than commission-based. I have my first meeting with Richard next week, but he has already provided valuable advice to me, and he is highly recommended by a close friend who has used Richard's services for over 20 years.
Richard Goodkin 3/18/12