Spreadsheet: e4a34277-2d75-424e-8b0c-18c8f3178e95
Sheet: Sheet1

Fiancial Advisors by Town | Unnamed: 1 | Unnamed: 2 | Unnamed: 3 | Unnamed: 4 | Unnamed: 5 | Unnamed: 6 | Unnamed: 7 | Unnamed: 8 | Unnamed: 9 | Unnamed: 10 | Unnamed: 11
Name | Company | Address | Phone | Fax | [NAME] | Website | Years Experience | Years offering financial advice | Education Qualifications | Certification
[NAME] | Merrill Lynch | 200 Brickstone Square, Suite 402, Andover, MA 01810 | (978) 623-7503 |  | [EMAIL] | http://www.totalmerrill.com/TotalMerrill/system/ViewFAPage.aspx?pageurl=virginia_l_stevens | 13 | 13 | B.A. Social Work Boston College | CRPC, Certified special needs advisor
[NAME] | Merrill Lynch | 125 High Street, 19th [NAME], Boston, MA 02110 | [PHONE] | [PHONE] | [EMAIL] | fa.ml.com/dougewing | 1 | 1-4 years | Undergrad+Juris Dr. [NAME] | CFP, Certified special needs advisor, Attorney for 12 yrs
[NAME] | Temkin Financial Group | 222 Rosewood Dr. [NAME], MA 01923 | [PHONE] | [PHONE] | [EMAIL] | www.temkinfinancial.com | 6 | >10 | MBA | CLTC
[NAME], Vice President/Investments | Stifel, Nicolaus & Company, Incorporated | 105 Route 137, Suite A, Harwich, MA 02645 | (508)-432-2079 | (508)-432-4237 | [EMAIL] |  | 23 | 23
[NAME] | Securitas Financial Group | 1 Derby St., 2nd floor, Hingham, MA 02043 | [PHONE] | [PHONE] | [EMAIL] | securitasfg.com | 7 | 5-10 years | Undergrad+advanced degrees | CFP, CPA-PES, ChFC
[NAME] | Goldwasser-Appel Insurance Advisors, LLC | 1 Gateway Center, Ste. 901 Newton, MA 02458 | [PHONE] | [PHONE] | [EMAIL] | www.goldwasser.org | 10 |  |  | CLU, ChFC
[NAME] | [NAME] | 111 Washington St. 201C Plainville, MA 02762 | [PHONE] | [PHONE] | [EMAIL] |  | 20 | >10 | Advanced degree | ChFC+other
[NAME] | AXA Advisors | 40 [NAME]. 200 Wellesley | [PHONE] | [PHONE] | [EMAIL] |  | 10 | >10 | BA, MBA, MSW | CLU,ChFC
[NAME] | New York Life Insurance Co. | 800 South Street, Suite 600 Waltham, MA 02453 | [PHONE] | [PHONE] | [EMAIL] |  | 15 | 15 |  | CLU
[NAME] | MetLife | 1601 Trapelo Rd. Waltham, [NAME] | [PHONE] | [PHONE] | [EMAIL] | www.alliancefinancial.metlife.com | 15 | >10 | Masters in Nonprofit Management | MetDESK specialist
[NAME] | Shepherd Financial Partners | 1004 Main Street Winchester, MA 01890 | (781) 756-1804 | (781) 729-4356 | [EMAIL] | www.specialneedsplanning.com | 15 | >10 | Advanced degree | CFP, ChFC, MBA
[NAME] | Shepherd Financial Partners | 1004 Main Street Winchester, MA 01890 | (781) 756-1804 | (781) 729-4356 | [EMAIL] | www.specialneedsplanning.com | 15 | >10 | BS-Economics/Finance | CFP
Lawyers by Town
Name | Company | Address | Phone | Fax | [NAME] | Website | Years in Special needs | Educational Qualifications | Special Needs Trusts and Wills | Guardianship and/or Conservatorship | NAELA
[NAME] | Law office of [NAME], LLC | 360 [NAME]., [NAME] 202, Abington, MA 02351 | [PHONE] | [PHONE] | [EMAIL] | www.jericksonlaw.com | 8 | [NAME] | Yes | Yes | Yes
[NAME] | Dalton & Finegold, L.L.P. | 34 Essex Street, Andover, MA 01810 | [PHONE] | [PHONE] | [EMAIL] |  | 7 + | OJD | Yes | Yes | No
[NAME] |  | 385 Concord Ave. Suite 101, Belmont, MA 02478 | [PHONE] | [PHONE] | [EMAIL] |  | 20+ | [NAME] | Yes | Yes | Yes
[NAME] | Day  [NAME] | 1 International Place, Boston, MA 02110 | [PHONE] | [PHONE] | [EMAIL] | www.daypitney.com, www.elderanddisabilitylaw.com | 25+ | [NAME], speaker and trainer | Yes | Yes | Yes
[NAME] | [NAME], PA | 84 State St., Boston, MA 02109 | [PHONE] | [PHONE] | [EMAIL] | macylaw.com | 12 | JD, M.Ed., M. of theological studies, BA in English Lit. | Yes | Yes | Yes
[NAME] | Margolis & Associates | 535 Boylston St., 8th floor, Boston, 02116 | [PHONE] | [PHONE] | [EMAIL] | www.margolis.com | 10 | [NAME] | Yes | Yes | Yes
[NAME] | Von Weiss Law Office | 50 [NAME], Easton, MA 02356 | [PHONE] | [PHONE] | [EMAIL] |  | 9 | 2 Advanced degrees: [NAME], MST | Yes | Yes | Yes
[NAME] | Law offices of [NAME], P.C. | 1565 North Main Street, Ste 304, Fall River, MA 02720 | [PHONE] | [PHONE] | [EMAIL] |  | 13 | Boston College Law School, JD, Boston College, BA political science | Yes | Yes | No
[NAME] | Margolis & Associates | 340 Union Avenue, Framingham, MA 01702 | [PHONE] | [PHONE] | [EMAIL] | www.margolis.com | 5 | [NAME] | Yes | Yes | Yes
[NAME] | Rosenberg, Freedman & Goldstein | 246 Walnut Street | (617) 964-7000 | (617) 964-4025 | [EMAIL] | http://www.rfglawyers.com/ | 25+ | [NAME] | Yes | Yes | Yes
[NAME] | [NAME], III & [NAME], P.C. | 345 Main Street, P.O. Box 730, [NAME], MA 01831 | [PHONE] | [PHONE] |  |  | >20 | Undergrad & Law School | Yes | Yes | Yes
[NAME] |  | 7 Hartwell Ave., Lexington, MA 02421 | [PHONE] | [PHONE] | [EMAIL] | onello.com | 12 | JD, M.Ed., cert. dispute resolution | Yes | Yes | Yes
[NAME] |  | 288 Walnut St., Suite 230, Newton, MA 02460 | [PHONE] | [PHONE] | [EMAIL] | trustsandestateplanning.com | 10 | LLM | Yes | Yes | Yes
[NAME] | Moschella & Winston, LLP | 440 Broadway, Somerville, MA | [PHONE] | [PHONE] | [EMAIL] | www.moschellawinston.com |  | [NAME], CELA | Yes | Yes | Yes
[NAME] | Moschella & Winston, LLP | 440 Broadway, Somerville, MA | [PHONE] | [PHONE] | [EMAIL] | www.moschellawinston.com |  | [NAME], CELA | Yes | Yes | No
[NAME] | Law Office of [NAME], P.C. | 2 Main St. Suite 300, [NAME], MA 02181 | [PHONE] | [PHONE] | [EMAIL] |  | 6 | RN, attorney, nursing home administrator | Yes | Yes | Yes
[NAME] | [NAME] and Tyler, LLP | 3 Cabot Place, Stoughton, MA 02072 | [PHONE] | [PHONE] | [EMAIL] | rtlegal.com | 15 | [NAME], CLE classes | Yes | Yes | No
[NAME] | [NAME] and Tyler, LLP | 3 Cabot Place, Stoughton, MA 02072 | [PHONE] | [PHONE] | [EMAIL] | rtlegal.com | 5 | 20+hours of legal education in elder/special needs | Yes | Yes | No
[NAME] | Law office of [NAME] | 61 North Main st., PO Box 774 | [PHONE] | [PHONE] | [EMAIL] |  |  | [NAME], [NAME] attendence | Yes | Yes | No
[NAME] | [NAME], Attorney at Law | Mill River Office Park, 61 Winter Street, Weymouth, MA 02188 | [PHONE] | [PHONE] | [EMAIL] |  | 15 | MBA, [NAME], Center for Advanced Legal Studies, Suffolk U. Law School | Yes | Yes | Yes
[NAME], Jr. | Fletcher Tilton & Whipple | 370 Main Street, [NAME], MA 01608 | [PHONE] | [PHONE] | [EMAIL] | http://www.ftwlaw.com/practice_areas.php?practice_id=6 | 20+ | [NAME], [NAME].M. | Yes | Yes | Yes