Benefit Plans/ERISA

Benefit Plans/ERISA

Prefix: 
Mr.
First Name: 
Kirk
Last Name: 
Chisholm
Lawyer/Non-lawyer: 
Non-lawyer
Position/Title: 
Wealth Manager
Firm/Company/Organization Name: 
NUA Advisors
Tagline: 

We bridge the gap between traditional and non-traditional investments.

Work Address: 
394 Lowell St, Suite 9
Lexington, MA 02420 US

Work Telephone: 
(617) 372-9033
Prefix: 
Mr.
First Name: 
Sean
Middle Name or Initial (with period): 
J
Last Name: 
Flanagan
Lawyer/Non-lawyer: 
Non-lawyer
Position/Title: 
Partner
Firm/Company/Organization Name: 
Quintas Wealth Management
Prefix: 
Mr.
First Name: 
Tom
Last Name: 
Elkins
Lawyer/Non-lawyer: 
Non-lawyer
Position/Title: 
Regional Vice President
Firm/Company/Organization Name: 
Trilogy Financial Services
Tagline: 

Helping individuals and companies with financial planning. Specialize in group plans for franchises and large organizations.

Work Address: 
400 Trade Center
Woburn, MA 01801 US

Work Telephone: 
(720) 272-8926
Mobile Telephone: 
720-272-8926
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