Broker Check

Team

Michael S. Rothberg

Financial Advisor and Manager

508-584-4044

508-297-0587

[email protected]

Michael’s mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs. Michael wants...

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Kimberly Harkins

Personal Assistant

508-584-4044

508-297-0587

[email protected]

Provide general administrative support to advisors in a financial service setting. Communicate with clients and respond to customer requests regarding basic information on policies and accounts. Schedule and confirm appointments for...

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Emily Lane

Personal Assistant

508-584-4044

508-297-0587

[email protected]

Provide general administrative support to advisors in a financial service setting. Communicate with clients and respond to customer requests regParding basic information on policies and accounts. Schedule and confirm appointments for...

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Laurie Kearney

Personal Assistant

508-584-4044

508-297-0587

[email protected]

Provide general administrative support to advisors in a financial service setting. Communicate with clients and respond to customer requests regarding basic information on policies and accounts. Schedule and confirm appointments for...

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