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Home
About Us
Overview
Our Team
Core Beliefs
Our Services
Getting Started
Comprehensive Financial Planning
Tax Planning & Preparation
Investment Management
How we are compensated
Client Access
Schwab Alliance
Orion Advisor
Sharefile
Tax Center
Contact Us
Home
About Us
Overview
Our Team
Core Beliefs
Our Services
Getting Started
Comprehensive Financial Planning
Tax Planning & Preparation
Investment Management
How we are compensated
Client Access
Schwab Alliance
Orion Advisor
Sharefile
Tax Center
Contact Us
Menu
Home
About Us
Overview
Our Team
Core Beliefs
Our Services
Getting Started
Comprehensive Financial Planning
Tax Planning & Preparation
Investment Management
How we are compensated
Client Access
Schwab Alliance
Orion Advisor
Sharefile
Tax Center
Contact Us
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Richard L. Sumberg, MBA
Founder/Financial Planner
andover
Michael P. Kumph, CFP®, MSPFP
Financial Planner
andover
Robert C. Miller, CFP®, MBA
Financial Planner
newburyport
Patricia A. Quinn, CRPC®
Financial Planner
andover
Louis C. Bonasera, CPA, PFS, MST
Financial Planner
newburyport
Michael A. Dempsey, CFP®, EA
Financial Planner
andover
Dianne Brand, CFP®
Financial Planner
andover
Scott Johnson
Financial Planner
newburyport
Ngoc Nguyen Cormier
Operations Manager
newburyport
Anna Larina
Operations Manager
andover
Susan Woodhouse
Office Administrator
andover
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