Community Outreach Committee

Community Outreach

Who we are: Financial Planners who support & provide education, pro-bono financial services to local groups that request services.

  • We also seek opportunities to provide these services to under served communities on state and local levels

What we do:

  • Provide education, 1 to 1 services for individuals within
    • Dana Farber Cancer Institute
    • MA National Guard & Military Service Members
    • Jewish Vocational Services
    • Compass Working Capital
    • Lawrence Community Works

Why should you engage? To give back or “pay it forward” helping individuals in these groups will make you feel great!

How to join?