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Meet Annette. This is her WHY.
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

Doing for others has been instilled in Annette Palazuelos since childhood. Her definition of wealth has less to do with money and more to do with being able to employ people, help their families, and give back whenever possible.

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Meet Bob. This is his WHY.
Posted in
  • Optimizing Operations
  • Financial Planning
  • Financial Planning

Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.

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Meet Jeanne. This is her WHY.
Posted in In the News
  • Financial Planning
  • Optimizing Operations

Jeanne Pinado is on a mission: to create hope, optimism, and a new sense of vitality in the Roxbury community of Boston. What better legacy to leave behind than something everyone can share.

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