160 Gould Street,
Community involvement and volunteer work are at the center of our practice. We believe that it is our duty to support for the causes we care most about. It is our privilege to be involved in some very special charities, causes, and organizations, many of which are featured below:
Robbie and Peter have been mentoring first time homebuyers in the Greater Boston Area through F.A.M.I.L.Y Movement. Robbie secured one of six grants awarded by the Invest in Others Charitable Foundation through its Grants for Good program. F.A.M.I.L.Y Movement received $20,000 in funding from Invest in Others. Four new home buyers each received $5,000 toward their new home purchase!
Peter and Robbie were so glad to be back in-person for NAIFA's (National Association of Insurance & Financial Advisors) Annual Congressional Conference!
As always, this was an important grassroots effort to advocate on behalf of our businesses, clients, consumers, and the insurance and financial services industry. Thank you to all who represented NAIFA of Massachusetts!
For more than 10 years, Peter and Robbie have been guest speakers at the Massachusetts Association of Vocational Administrators (MAVA) yearly conference, where they share their insights on retirement planning and their knowledge of the Massachusetts Teachers Retirement System (MTRS).