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Our Collaborative Partners

Tim BorchersAttorney Timothy Borchers
borchers Law, P.C.

Estate Planning for All Life Stages

Medway, Wellesley, Boston, Cape Cod, N.H., and Rhode Island
(508) 803-1900


Chip PoliChip Poli
Poli Mortgage Group, Inc.

World-class Mortgage Services

685 Canton St., Norwood, MA 02062
(781) 801-1400


Judith Ann Fitzgerald, CPA

Accounting and Bookkeeping Services

5 Main Street, Cotuit, MA 02635
(508) 428-7737


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Meet bob clower

our collaborative partners

• our team at valmark

• our insurance partners


contact us


Financial and Retirement Planning serving retirees
on Cape Cod and Eastern Massachusetts