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Marshfield Council on Aging provides assistance with tax forms, financial programs, ongoing seminars about property and asset information, such as Reverse Mortgages and Tax Preparation.


Certified Financial Planners
Specializing in Elder and Long Term Planning


William M. Harris, CFP

W .H. Cornerstone Investments, LLC
P.O. Box 207 Duxbury, MA 02331
Phone: 781-934-9154
Fax: 703-997-6348

Francis A. McNulty, CFP
91 Stagecoach Rd. Duxbury , MA 02332
Phone: 781-740-1288x220
Fax: 781-934-7491

James M. Morris, CFP
Financial Management Associates, LLC
Suite 2 33 Railroad Ave. Duxbury, MA 02332-3879
Phone: 781-934-7880
Fax: 781-934-8220

Stanley E. Startzell, CFP
Lincoln Investment Planning, Inc.
19 Salt Meadow Lane Duxbury, MA 02332
Phone: 781-934-9878
Fax: 781-934-8966

David J. Donovan, CFP
American Express Financial Advisors
2100 Washington Street, Suite 7 Second Floor
Hanover, MA 02339
Phone: 781-878-8150
Fax: 781-878-7351

Jay Richards, CFP
Investment Advisory Group
Mill Street Financial Center
51 Mill St., Building D- Suite 101
Hanover, MA 02339
Phone: 781-826-1235 xl1
Fax: 781-826-6566

Bruce H. Spooner, CFP
2 Tinkham Ln.
Lakeville, MA 02347-2216
Phone: 508-997-1716
Fax: 508-990-9072

Gerald A. Trepanier, Jr., CFP
F&T Financial Services
811 Washington St. Unit #4
Pembroke, MA 02359
Phone: 718-826-8371
Fax: 781-826-9443

David I. Moran, CFP
The RTA Group
PO Box 757
225 Water St.
Plymouth, MA 02360
Phone: 508-747-3921
Fax: 508-747-9294

William I. Sempolinski, CFP
Commonwealth Financial Network
859 Washington St.
Easton, MA 02375
Phone: 617-269-8872
Fax: 508-238-5609

Extracted list from The National Financial Planning Support Center www.fpanet.org