Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Karen Maloney-Hagel, Private Wealth Advisor serving the Worcester, MA area - Ameriprise Advisors

Karen Maloney-Hagel

CRPC, CLTC®, CDFA®, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Karen Maloney-Hagel's website

Team

Vandita Upadhyay

Vandita Upadhyay

Client Service Coordinator

Joanne McCarthy

Joanne McCarthy

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