Broker Check

In the News

For the Tenth Consecutive year

Kristin and Maureen are honored to receive the 2021 Five Star Award! 

The award is presented to Wealth Managers who provide quality services to their clients and is awarded to less than 5% of the advisors in the Boston area.  Honorees were featured in the March edition of Boston Magazine.

The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including retention rates, client assets administered, reviews conducted by the firm, as well as favorable regulatory and complaint history. Find a program summary and detailed research methodology here.

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The MNE Group hosts Workshops for local CPA's to help coordinate their client's financial strategies. 

Our Fall 2019 Workshop educated CPA's on retirement strategies for their clients that can withstand against market and tax fluctuation. 

View the North Andover Newspaper article

Our Spring 2019 Workshop discussed the growing needs of their older client base.   

View the Andover Newspaper announcement