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Preferred Providers


Districts
  Advisor Phone/Website
Barnstable Barry Wyman, CFP, CLTC 401-432-8845
www.barrywyman.com
Berkshire Jim Wolfson 781-239-2059
www.jim-wolfson.com
Bristol North Barry Wyman, CFP, CLTC 401-432-8845
www.barrywyman.com
Bristol South Barry Wyman, CFP, CLTC 401-432-8846
www.barrywyman.com
Charles River Michael Orentlich, CFP, CLU, ChFC, CASL, AEP 774-843-4920
www.orentlichfs.com
Essex North Mike Enright, ChFC, CLTC 781-876-4152
www.menright-baystatefinancial.com
Essex South Steve Napier 781-876-4134
www.stevenapier.com
Franklin Jim Wolfson 866-637-3287
www.jim-wolfson.com
Hampden Jim Wolfson 866-637-3287
www.jim-wolfson.com
Hampshire Jim Wolfson 866-637-3287
www.jim-wolfson.com
Middlesex Chris Riffle 781-239-2030
www.baystatefinancial.com
Middlesex Kristin Nordahl, CFP, CLU 978-689-7557
www.themnegroup.com
Middlesex Central Kurt Lovell 781-239-2073
Middlesex North Anthony Marino, CLU, ChFC, FLMI 978-649-2212
www.marinofa.com
Middlesex West Dusty Ladieu, CFP, AEP, MST 781-239-2028
www.dustyladieu.com
Norfolk Charlie Brown 617-585-4529
Norfolk Kira Robinson- Kates, CFP 617-239-8037
Norfolk Glenn Noland 617-585-4580
Norfolk South Kevin Hufnagle 781-319-1440
Plymouth Andrew Blanchard 781-319-1433
Plymouth Chad Krahmer 781-319-1423
Suffolk Robert Berman 617-585-4553
Suffolk Charlie Brown 617-585-4529
Suffolk George Grant 617-585-4517
www.georgegrantjr.com
Suffolk Rico Piatelli 617-239-8035
Worcester James J. Hoogasian, MBA 508-890-6261
Worcester North Anthony Marino, CLU, ChFC, FLMI 978-649-2212
www.marinofa.com
Specialty
Residents/Students Seth Waltz 617-239-8019
www.sethwaltz.com
Hospital Group
Steward Health Care Alan Bolotin, CLU, ChFC, AEP 781-876-4101
www.abolotin.com
Steward Health Care TJ Rogers 781-876-4121

Contact PIAM

  • Telephone Numbers
781-434-7525 Insurance All Departments
781-434-7398 Medigap, MMS Member Benefits, Health, Financial Services, and Long-Term Care
  • Fax Number
  • 781-434-6929