1224 Mill St Building B,
I have been in Financial Services for over 28 years. My concentration has been in the areas of wealth management and financial services (all areas: investments, insurance, tax planning etc.). In addition, I lead a group of professional...
VP Platinum services - Proactive Coordinator - Licensed Professional
Rebecca A LamoreVP & Proactive Coordinator for BFS Platinum ServicesI have been in the financial services business for over four years. My major areas of concentration are over seeing the Platinum Services side of Boundless Financial...
Regional Managing Partner, Advanced Planning Specialist
Regional Managing Partner
Tax Planning Expert
VFO - Financial Literacy and Business Coach
“Helping people and families has been my career mission and being connected with companies that provide tools to reach this objective has been critical in my professional development.”Paul professional...
VFO - Dave Ramsey Master Financial Coach
Every day many people carry around the burdens of debt and the anxiety of living pay check to pay check. Money worries are increasingly common and our society does little to teach principles that will help people gain a secure...
VFO - Strategic Planning, Staffing, Payroll, HR Consulting
VFO - SERP - Advanced Premium Financing
After graduating from University College London, Trevor enjoyed a successful career with Lloyds Bank Plc, Barclays Bank Plc, and Bibby Financial Services as President of their North America Division. He moved to Florida in 2002 and...
VFO - Annuity Specialist
VFO - Life Insurance Specialist
VFO - Director RCNH - Rare coins & metals
Donald W. Dee is the Director of the Financial Services Division of Rare Coins of New Hampshire, the noted numismatic firm recognized for its unrivaled technical expertise and consumer protection practices. Don has worked exclusively...
VFO - Software Service (Tax Review System)
VFO - Cyber Security Specialist
VFO - CFP Consultant
Kristen is managing partner of Investment Advisors, LLC, she is a Certified Financial Planner and has worked in the financial services industry for over a decade.An alumni of University of Washington with her Bachelor of Science in...
VFO - Advanced Pension Plans
VFO - Premium Financing
Darren Sugiyama was born and raised in Long Beach, California and received a Bachelor’s Degree from Loyola Marymount University where he was also the team captain and 2nd Team All-Conference baseball player. He continued his...
VFO - Cost Remediation
Josh is a CPA and CMI with specialist knowledge as state tax specialist who has significant experience with delivering cost reduction opportunities in the areas of real and personal property tax reviews, compliance, and economic...
VFO - Tax Mitigation
Loren’s passion is facilitating the success of others. He has enjoyed nearly two decades of success coaching and advising business owners and executives on how to increase profitability – through improving operational...
VFO - Captive Insurance
VFO - International Tax Specialist
VFO - Employee Retention Credits and R&D Tax Credits
Michael Galdieri is a Technical Director at Alliant Group, specializing in the manufacturing, engineering, software and integration industries. During his tenure with Alliant Group, he has worked with dozens U.S. businesses to help...
VFO - Disability Insurance Specialist
VFO - Business Consultant
VFO - CPA - NJ
VFO - Digital Employees & Robotics
VFO - Business Financing
VFO - Employee Benefits Specialist
VFO - Tax Resolution Specialist
VFO - Work Opportunity Tax Credits
VFO - Advanced Qualified Plans
VFO - Business Sale & Succession Planning
VFO - Estate Planning
VFO - R&D Tax Credits
VFO - Outsourced Staffing Services
VFO - Tax & Estate Planning
VFO - Long Term Care
VFO - Captive Insurance Companies
VFO - Business Exit Planning
VFO - Business Valuation
VFO - Proactive Facilitator
VFO - Advance Tax Planning Consultant
VFO - Leadership - Consultant
VFO - Cost Segregation
VFO - Charitable & Legacy Planning Specialist
VFO - Business Coaching
VFO - Qualified Plans
VFO - ESOP Expert
VFO - Digital Marketing Consultant
VFO - 1031 Exchanges & DST
VFO - Merchant Processing
VFO - Business Strategy Consultant
VFO - Tax and Estate Planning
VFO - Outsourced CFO Specialist
VFO - M&A - Practice Acquisitions & Disposals
Trevor’s business sense was developed as he grew, at the age of eightTrevor had his first job. He strategized each job he held to maximize quality performance. By developing this skill Trevor improved his employer’s...
VFO - Behavioral Change Coach
VFO - Advanced Personal Tax Strategies Review
VFO - Advanced Tax and Estate Planning
VFO - Business Growth Consultant
VFO - Team-Based Model Success Specialist
VFO - Social Security Specialist
VFO - Outsourced Financial Planning Specialist
VFO - Tax Planning
VFO - Outsourced Bookkeeping, CFO and Tax Professionals
VFO - Outsourced Payroll and HR
VFO - Estate Planning Specialist (Estates $0 to $5m)
VFO - Audit and Assurance Services to Private, Public and Nonprofit companies
VFO - National Disability Insurance Specialist
VFO - Tax Mitigation, Oil & Gas Developmental Drilling Programs
VFO - Fractional CFO/bookkeeping using Automation/AI
VFO - Advanced Business Tax Strategies Review