| Company | | |
|---|
 Strategic Financial Partners |  |
| Successful Financial Strategies | |
| Sullivan Insurance Group, Inc. | |
| TD Bank, N.A. | |
| TD Wealth Management Group | |
| The BHR Life Insurance Companies | |
| The Protector Group | |
| Travers Estate Planning | |
| UBS Financial Services | |
 US Trust, Bank of America | |
| 
Anne E. Wales, Vice President, Trust Officer II
US Trust, Bank of America
100 Front Street, 19th Floor
Worcester, MA 01608
Phone: 508-770-7162
Fax: 508-770-7297
E-Mail: anne.e.wales@ustrust.com
Web: http://www.ustrust.com
| |
|
Michael Garand, City Executive - Worcester
US Trust, Bank of America
100 Front Street
Worcester, MA 01608
Phone: 508-770-7055
Fax:
E-Mail: michael.garand@ustrust.com
Web: http://www.ustrust.com
| |
| Vision Wealth Strategies | |
| Wealth Advisory Services, LLC | |
| Worcester County Fiduciary Advisors, Inc. | |
| Worcester Polytechnic Institute | |