Financial Advisor

A graduate of Curry College, with a BA in Economics, Joseph started consulting with Baystate Financial Services, a premiere Downtown Boston financial planning firm, in 1981, and soon after founded his own firm. Joseph now specializes in investment consulting and management, estate planning, employee benefits, and retirement plans for professionals, business owners, and closely held corporations.


Joe is active with the Quincy Rotary Club, the South Shore Chamber of Commerce, the Norfolk and Plymouth Estate Planning Council, the Neighborhood Club of Quincy, and has served on the advisory board for the Quincy Salvation Army and the South Shore YMCA. He also volunteers at the 1000 Southern Artery Senior Center and with the Travis Roy Foundation to assist individuals with spinal cord injuries. He lives in Braintree with his children, Jack, Craig and Caroline.


Fun facts: Joseph enjoys coaching youth sports and participating in triathlons. He is also a champion arm wrestler.

About professional Joe's degrees:


CLU® – The Chartered Life Underwriter® can distinguish between the many insurance options and hone in on appropriate solutions in a complicated area.


ChFC® – The Chartered Financial Consultant® is able to identify, organize, plan, communicate, implement and monitor a financial plan.

AIF® – The Accredited Investment Fiduciary® Designee has acquired a thorough knowledge of fiduciary responsibility, requiring them to act in the best interest of their client, beneficiary or retirement plan participant.  This also requires continuing professional education.


Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.


300 Crown Colony Drive 

Quincy, MA 02169

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This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, MA, MD, ME, NC, NH, NY, PA, RI, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. 


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