Welcome, I’m John Lamontagne, a financial professional in Worcester, MA working with clients throughout the New England area. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have more than 15 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (508) 797-9293.
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Our business is built on a foundation of thoughtful client relationships.
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