Managing your financial life is not just about money.


Bill Connolly

Certified Mortgage Planning Specialist
Guest on McNamara on Money

Phone: 781-871-1970


“It may sound corny, but, we love helping people make their dreams come true, whether that is buying their first home, getting into that vacation home or right-sizing into their last home. Our goal is to provide the right financial solutions for individuals and families to assist in reaching not only their real estate, but, also your overall short-term AND long-term financial goals. These could be current and foreseeable lifestyle, education and/or long-term/retirement goals.”